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
276
$1.21M 0.07%
20,827
+79
277
$1.21M 0.07%
47,078
+629
278
$1.2M 0.07%
50,864
-3,755
279
$1.2M 0.07%
6,164
+300
280
$1.2M 0.07%
25,831
-418
281
$1.2M 0.07%
11,746
-890
282
$1.2M 0.07%
8,793
+425
283
$1.2M 0.07%
+14,524
284
$1.19M 0.07%
48,494
+25,884
285
$1.18M 0.07%
24,715
+14,084
286
$1.18M 0.07%
+15,894
287
$1.17M 0.07%
+20,185
288
$1.16M 0.07%
+7,461
289
$1.14M 0.06%
361
290
$1.13M 0.06%
70,120
+778
291
$1.12M 0.06%
26,586
-510
292
$1.11M 0.06%
10,350
+7,221
293
$1.1M 0.06%
12,709
-82
294
$1.08M 0.06%
+13,523
295
$1.08M 0.06%
+20,936
296
$1.07M 0.06%
+43,890
297
$1.07M 0.06%
2,058
+510
298
$1.05M 0.06%
7,832
+383
299
$1.05M 0.06%
17,644
+11,350
300
$1.05M 0.06%
19,676
-9,523
10 11
12
13 14