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
476
$484K 0.03%
7,927
+900
477
$483K 0.03%
15,650
+531
478
$481K 0.03%
1,603
+104
479
$476K 0.03%
1,514
480
$475K 0.03%
+11,097
481
$471K 0.03%
+39,889
482
$471K 0.03%
+7,973
483
$468K 0.03%
1,548
+10
484
$466K 0.03%
11,899
+162
485
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7,152
+324
486
$462K 0.03%
308
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487
$459K 0.03%
15,779
+7,531
488
$452K 0.03%
1,278
+524
489
$446K 0.03%
7,786
+292
490
$445K 0.03%
4,418
491
$445K 0.03%
5,523
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492
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493
$439K 0.03%
6,782
-64
494
$436K 0.02%
6,898
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495
$434K 0.02%
6,358
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496
$431K 0.02%
11,018
+320
497
$429K 0.02%
18,240
+82
498
$429K 0.02%
20,626
-30,372
499
$427K 0.02%
8,501
-433
500
$426K 0.02%
1,714
+3
18 19
20
21 22