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
526
$267K 0.02%
2,109
+1
527
$267K 0.02%
2,426
+1
528
$264K 0.02%
10,195
-60
529
$264K 0.02%
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530
$264K 0.02%
3,546
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531
$262K 0.02%
2,821
-133
532
$261K 0.02%
4,271
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533
$259K 0.02%
3,970
+1
534
$259K 0.02%
8,064
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535
$258K 0.02%
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536
$258K 0.02%
22,175
-3,685
537
$256K 0.02%
1,538
538
$255K 0.02%
4,653
+1
539
$254K 0.02%
+5,570
540
$253K 0.02%
9,699
+16
541
$252K 0.02%
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$251K 0.02%
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2,266
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545
$249K 0.02%
723
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546
$248K 0.02%
13,911
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547
$247K 0.02%
3,452
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548
$247K 0.02%
15,838
549
$247K 0.02%
7,515
+37
550
$247K 0.02%
6,614
-324
20 21
22
23 24