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
$1.18B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.29M
3
+$2.44M
4
PG icon
Procter & Gamble
PG
+$2.25M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$4M
2
+$2.51M
3
+$2.32M
4
ULTR
IQ Ultra Short Duration ETF
ULTR
+$1.94M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.29M

Sector Composition

1 Technology 11.88%
2 Financials 8.07%
3 Consumer Discretionary 5.29%
4 Healthcare 4.43%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$311K 0.03%
18,218
+9
502
$310K 0.03%
3,946
+58
503
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3,294
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504
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505
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18,359
+226
506
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12,631
-2,393
507
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1,628
+31
508
$304K 0.03%
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509
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510
$303K 0.03%
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511
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+16,023
512
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513
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1,297
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514
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2,916
515
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7,675
516
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517
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518
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521
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5,286
-18
522
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4,249
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523
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25,815
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524
$282K 0.02%
919
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525
$280K 0.02%
7,588
+938
19 20
21
22 23