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
301
$1.05M 0.06%
4,304
+52
302
$1.04M 0.06%
16,618
+103
303
$1.03M 0.06%
+22,303
304
$1.03M 0.06%
19,979
-3,779
305
$1.03M 0.06%
+6,249
306
$1.03M 0.06%
+89,664
307
$1.03M 0.06%
8,925
+172
308
$1.03M 0.06%
40,287
+407
309
$1.02M 0.06%
20,071
-893
310
$1.02M 0.06%
12,937
-590
311
$1.02M 0.06%
48,512
+11,440
312
$1.01M 0.06%
9,762
313
$1.01M 0.06%
5,627
-624
314
$1.01M 0.06%
51,623
+38
315
$1.01M 0.06%
40,894
+3,503
316
$1M 0.06%
15,338
-1,545
317
$997K 0.06%
10,944
+3,343
318
$993K 0.06%
+41,219
319
$992K 0.06%
3,332
+2,359
320
$984K 0.06%
+26,324
321
$983K 0.06%
20,192
-1,539
322
$979K 0.06%
16,786
+204
323
$966K 0.06%
3,715
+28
324
$959K 0.05%
3,502
+1,583
325
$958K 0.05%
21,766
+4,452
11 12
13
14 15