WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.4M
3
+$10.5M
4
MSFT icon
Microsoft
MSFT
+$8.1M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.1M

Top Sells

1
+$3.91M
2
+$3.86M
3
+$3.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.14M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.7M

Sector Composition

1 Technology 13.21%
2 Financials 7.35%
3 Consumer Discretionary 4.69%
4 Healthcare 3.65%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.39M 0.08%
12,615
+3,038
252
$1.38M 0.08%
8,177
+607
253
$1.37M 0.08%
13,715
+4,304
254
$1.36M 0.08%
24,707
+10,321
255
$1.36M 0.08%
29,685
-329
256
$1.35M 0.08%
+13,695
257
$1.35M 0.08%
47,560
-1,560
258
$1.34M 0.08%
+4,146
259
$1.33M 0.08%
5,625
+247
260
$1.32M 0.08%
10,143
-197
261
$1.31M 0.07%
+41,474
262
$1.3M 0.07%
+10,637
263
$1.3M 0.07%
11,949
+1,881
264
$1.29M 0.07%
20,530
+10,686
265
$1.29M 0.07%
8,281
+5,622
266
$1.27M 0.07%
4,937
+3,791
267
$1.27M 0.07%
+5,907
268
$1.26M 0.07%
10,494
+227
269
$1.25M 0.07%
22,216
+9,867
270
$1.25M 0.07%
8,331
+476
271
$1.24M 0.07%
6,819
-361
272
$1.23M 0.07%
15,528
+5,244
273
$1.23M 0.07%
14,715
-1,319
274
$1.23M 0.07%
+73,271
275
$1.22M 0.07%
35,255
-872
9 10
11
12 13