WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+7.57%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$1.17B
AUM Growth
+$97.8M
(+9.1%)
Cap. Flow
+$29.9M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
24.5%
Holding
677
New
35
Increased
320
Reduced
250
Closed
32
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$11.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$6.08M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$5.67M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.4M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$3.25M |
Top Sells
Sector Composition
| 1 | Technology | 12.59% |
| 2 | Financials | 7.66% |
| 3 | Consumer Discretionary | 5.52% |
| 4 | Healthcare | 4.26% |
| 5 | Communication Services | 3.15% |
