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
426
$406K 0.04%
10,311
+745
427
$405K 0.04%
12,345
+9
428
$405K 0.04%
18,023
+4,800
429
$404K 0.04%
3,525
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430
$398K 0.04%
19,002
-1,074
431
$398K 0.04%
2,048
-110
432
$397K 0.04%
4,131
-5,090
433
$397K 0.04%
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+1,026
434
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10,836
-60
435
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436
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7,453
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437
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1,370
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438
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439
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13,832
-295
440
$382K 0.04%
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-2,757
441
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443
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1,896
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444
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5,318
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445
$370K 0.03%
9,161
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446
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13,686
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447
$369K 0.03%
1,601
-24
448
$368K 0.03%
4,253
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449
$367K 0.03%
1,450
-116
450
$365K 0.03%
18,900
+2,900
16 17
18
19 20