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
326
$607K 0.06%
12,363
+974
327
$603K 0.06%
41,190
-770
328
$602K 0.06%
13,900
+177
329
$593K 0.06%
+48,613
330
$592K 0.06%
4,242
+220
331
$591K 0.06%
19,545
-2,410
332
$590K 0.05%
9,387
+2,830
333
$590K 0.05%
5,378
-2,957
334
$585K 0.05%
6,665
-450
335
$585K 0.05%
6,658
+2,120
336
$576K 0.05%
10,984
-986
337
$575K 0.05%
1,711
+484
338
$572K 0.05%
14,186
+2,379
339
$569K 0.05%
2,576
-20
340
$568K 0.05%
12,264
+4,086
341
$566K 0.05%
25,503
+12,266
342
$565K 0.05%
1,233
343
$565K 0.05%
6,868
-759
344
$556K 0.05%
10,582
345
$551K 0.05%
7,699
+536
346
$548K 0.05%
7,227
-2,233
347
$545K 0.05%
43,729
-1,484
348
$543K 0.05%
11,773
+2,763
349
$537K 0.05%
15,321
-2,001
350
$534K 0.05%
20,691
+9,788
12 13
14
15 16