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
$1.07B
AUM Growth
+$96.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.5M
3
+$2.45M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.19M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.09M

Top Sells

1
+$2.41M
2
+$2.03M
3
+$1.93M
4
EKG icon
First Trust Nasdaq Lux Digital Health Solutions ETF
EKG
+$1.89M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.72M

Sector Composition

1 Technology 11.39%
2 Financials 6.83%
3 Consumer Discretionary 5.13%
4 Healthcare 4.52%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$770K 0.07%
20,600
+6,738
277
$767K 0.07%
61,241
+19,541
278
$762K 0.07%
4,556
-697
279
$761K 0.07%
16,365
+5,902
280
$760K 0.07%
17,410
+867
281
$760K 0.07%
3,988
+161
282
$751K 0.07%
3,964
-1,898
283
$750K 0.07%
14,034
-1,148
284
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60,118
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285
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16,915
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286
$735K 0.07%
24,864
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287
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11,904
+4,976
288
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7,964
-4,772
289
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8,668
-148
290
$708K 0.07%
17,516
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291
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26,124
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292
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18,772
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293
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9,266
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294
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+13,059
295
$698K 0.06%
26,164
-1,193
296
$698K 0.06%
3,054
+35
297
$692K 0.06%
64,079
298
$691K 0.06%
6,427
+104
299
$686K 0.06%
12,641
+3,275
300
$682K 0.06%
6,752
-103
10 11
12
13 14