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
376
$487K 0.05%
9,613
-4,890
377
$481K 0.04%
1,388
+3
378
$477K 0.04%
4,989
-87
379
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+5,009
380
$474K 0.04%
27,278
-297
381
$472K 0.04%
20,400
+2,200
382
$472K 0.04%
4,754
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383
$471K 0.04%
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384
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22,470
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385
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57,447
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386
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-31,107
387
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+18,070
388
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21,890
+1,223
389
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+11,371
390
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9,569
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393
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394
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395
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+11,216
396
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10,954
-2,556
397
$447K 0.04%
8,721
+51
398
$444K 0.04%
43,651
+8,970
399
$443K 0.04%
3,020
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400
$439K 0.04%
9,436
+13
14 15
16
17 18