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
501
$296K 0.03%
+3,600
502
$295K 0.03%
6,447
-177
503
$288K 0.03%
15,772
-250
504
$288K 0.03%
7,675
505
$287K 0.03%
2,585
506
$287K 0.03%
5,350
-57
507
$286K 0.03%
20,000
508
$285K 0.03%
6,850
509
$285K 0.03%
2,132
+73
510
$285K 0.03%
+17,016
511
$285K 0.03%
+8,108
512
$284K 0.03%
5,952
+50
513
$284K 0.03%
2,067
-470
514
$283K 0.03%
10,816
-864
515
$280K 0.03%
+3,413
516
$280K 0.03%
33,076
+7,750
517
$277K 0.03%
2,052
+52
518
$277K 0.03%
2,252
+150
519
$274K 0.03%
19,303
+1,024
520
$273K 0.03%
18,493
+132
521
$272K 0.03%
27,584
+149
522
$272K 0.03%
3,350
-315
523
$272K 0.03%
8,335
+698
524
$269K 0.03%
+2,926
525
$268K 0.03%
2,844
19 20
21
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