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
501
$424K 0.02%
21,500
+2,200
502
$424K 0.02%
6,242
+891
503
$424K 0.02%
1,838
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504
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4,626
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505
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3,904
-15
506
$421K 0.02%
17,372
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507
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+5,293
508
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4,603
509
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16,693
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510
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17,212
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512
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842
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513
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13,043
514
$397K 0.02%
639
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515
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+17,006
516
$392K 0.02%
2,181
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519
$385K 0.02%
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520
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7,493
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$383K 0.02%
3,988
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$382K 0.02%
3,383
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523
$381K 0.02%
2,095
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524
$380K 0.02%
14,761
525
$380K 0.02%
2,527
+52
19 20
21
22 23