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
$1.75B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.4M
3
+$10.5M
4
MSFT icon
Microsoft
MSFT
+$8.1M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.1M

Top Sells

1
+$3.91M
2
+$3.86M
3
+$3.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.14M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.7M

Sector Composition

1 Technology 13.21%
2 Financials 7.35%
3 Consumer Discretionary 4.69%
4 Healthcare 3.65%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$523K 0.03%
+2,115
452
$522K 0.03%
21,717
-24
453
$521K 0.03%
2,042
+293
454
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57,900
455
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35,884
-317
456
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+11,255
457
$513K 0.03%
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458
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459
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1,718
-9
460
$511K 0.03%
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461
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2,672
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462
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463
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4,495
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464
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6,723
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465
$504K 0.03%
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466
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467
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35,565
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468
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469
$494K 0.03%
23,534
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470
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3,725
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471
$491K 0.03%
4,636
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472
$491K 0.03%
13,093
-1,768
473
$490K 0.03%
6,796
-2,721
474
$489K 0.03%
2,136
475
$489K 0.03%
+1,052
17 18
19
20 21