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
451
$363K 0.03%
2,339
+658
452
$363K 0.03%
30,337
+17
453
$359K 0.03%
12,661
+1,975
454
$358K 0.03%
1,569
+80
455
$358K 0.03%
16,180
+2,324
456
$357K 0.03%
7,364
-1,658
457
$352K 0.03%
18,193
+1,050
458
$351K 0.03%
11,551
+4,362
459
$345K 0.03%
39,200
460
$344K 0.03%
15,750
+144
461
$344K 0.03%
+9,937
462
$343K 0.03%
+9,020
463
$343K 0.03%
13,736
+118
464
$340K 0.03%
4,613
+3
465
$340K 0.03%
10,157
466
$340K 0.03%
+13,684
467
$339K 0.03%
4,846
-92
468
$339K 0.03%
4,061
+121
469
$338K 0.03%
5,797
-50
470
$336K 0.03%
+6,134
471
$336K 0.03%
+3,353
472
$335K 0.03%
2,387
+2
473
$334K 0.03%
4,041
+266
474
$331K 0.03%
802
475
$331K 0.03%
20,756
+1,678
17 18
19
20 21