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
476
$329K 0.03%
+1,462
477
$328K 0.03%
16,839
+371
478
$327K 0.03%
3,528
-194
479
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882
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480
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3,954
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481
$317K 0.03%
6,157
+20
482
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2,357
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483
$315K 0.03%
17,845
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484
$315K 0.03%
6,084
485
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6,222
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486
$312K 0.03%
17,484
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487
$311K 0.03%
11,115
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488
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+8,162
489
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490
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1,862
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491
$308K 0.03%
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494
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6,192
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495
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3,978
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5,422
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498
$298K 0.03%
2,959
-2,128
499
$298K 0.03%
+12,433
500
$297K 0.03%
4,711
18 19
20
21 22