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
301
$680K 0.06%
5,908
-237
302
$675K 0.06%
8,070
-3,344
303
$674K 0.06%
10,856
-103
304
$669K 0.06%
4,018
-64
305
$666K 0.06%
4,929
+120
306
$663K 0.06%
8,317
-345
307
$658K 0.06%
4,602
+944
308
$655K 0.06%
3,794
-639
309
$654K 0.06%
14,712
+621
310
$654K 0.06%
2,797
-27
311
$653K 0.06%
6,975
+2,250
312
$653K 0.06%
8,107
+4,562
313
$650K 0.06%
12,989
+563
314
$644K 0.06%
18,253
-92
315
$641K 0.06%
4,345
+717
316
$640K 0.06%
8,177
+3,292
317
$635K 0.06%
21,926
+12,868
318
$629K 0.06%
6,695
+155
319
$625K 0.06%
6,355
+1,993
320
$624K 0.06%
14,594
+280
321
$623K 0.06%
13,823
+22
322
$623K 0.06%
16,099
+10,924
323
$622K 0.06%
32,688
-10,748
324
$617K 0.06%
5,727
-5,283
325
$609K 0.06%
9,616
+3,327
11 12
13
14 15