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
351
$532K 0.05%
+8,210
352
$529K 0.05%
2,735
-26
353
$528K 0.05%
1,371
+60
354
$526K 0.05%
22,879
+5,593
355
$525K 0.05%
10,060
-700
356
$523K 0.05%
2,070
+312
357
$523K 0.05%
5,173
-358
358
$522K 0.05%
+5,109
359
$518K 0.05%
10,967
+2,721
360
$516K 0.05%
6,621
-164
361
$515K 0.05%
25,392
+2,400
362
$514K 0.05%
22,006
+6,780
363
$512K 0.05%
2,004
-829
364
$507K 0.05%
15,665
+3,570
365
$506K 0.05%
20,096
+300
366
$505K 0.05%
18,428
+3,609
367
$505K 0.05%
5,791
+617
368
$504K 0.05%
2,162
+98
369
$504K 0.05%
14,750
+6,250
370
$500K 0.05%
26,921
-102
371
$496K 0.05%
15,830
+10
372
$494K 0.05%
+24,500
373
$494K 0.05%
5,320
+1,209
374
$489K 0.05%
2,198
+121
375
$489K 0.05%
10,221
+344
13 14
15
16 17