WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
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
26
$7.06M 0.66%
46,510
-835
27
$7.04M 0.66%
56,920
+1,507
28
$6.75M 0.63%
153,582
+1,091
29
$6.46M 0.6%
116,664
+17,287
30
$6.37M 0.59%
99,250
+4,330
31
$6.13M 0.57%
40,584
-352
32
$6.07M 0.56%
20,554
+564
33
$6.05M 0.56%
37,952
+4,509
34
$6.04M 0.56%
74,914
-3,332
35
$5.88M 0.55%
45,152
+1,734
36
$5.84M 0.54%
37,664
-313
37
$5.33M 0.5%
89,576
+42,082
38
$5.23M 0.49%
13,912
+769
39
$5.19M 0.48%
85,592
-2,732
40
$5.04M 0.47%
129,698
+18,682
41
$5.02M 0.47%
30,741
-1,394
42
$4.87M 0.45%
44,381
-2,045
43
$4.75M 0.44%
10,058
-169
44
$4.68M 0.44%
123,904
+49,165
45
$4.6M 0.43%
121,211
-50,842
46
$4.59M 0.43%
47,477
-1,447
47
$4.55M 0.42%
11,815
-9
48
$4.5M 0.42%
16,103
+511
49
$4.49M 0.42%
54,243
-5,287
50
$4.47M 0.42%
72,075
+467
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