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
401
$437K 0.04%
1,573
-5
402
$436K 0.04%
7,274
+1,421
403
$435K 0.04%
4,954
+4
404
$434K 0.04%
23,279
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405
$431K 0.04%
8,623
-14
406
$430K 0.04%
5,037
-35
407
$426K 0.04%
36,956
+1,631
408
$425K 0.04%
3,717
+272
409
$424K 0.04%
6,995
-1,566
410
$423K 0.04%
11,197
-1,712
411
$421K 0.04%
6,627
-283
412
$421K 0.04%
13,277
-502
413
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37,270
+3,687
414
$421K 0.04%
12,800
+130
415
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2,320
+101
416
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10,584
417
$417K 0.04%
11,241
418
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20,000
419
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3,097
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420
$416K 0.04%
2,691
-26
421
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+1,632
422
$412K 0.04%
6,002
-22
423
$411K 0.04%
10,100
-3
424
$409K 0.04%
8,732
+2,768
425
$408K 0.04%
8,520
+150
15 16
17
18 19