WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+9.8%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$1.01B
AUM Growth
–
Cap. Flow
+$1.01B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.13%
Holding
594
New
594
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$52.3M |
| 2 |
Invesco QQQ Trust
QQQ
|
$52.1M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$27M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$22.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$21.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.44% |
| 2 | Financials | 6.33% |
| 3 | Consumer Discretionary | 5.72% |
| 4 | Healthcare | 4.09% |
| 5 | Communication Services | 3.79% |
