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
551
$244K 0.02%
6,559
+117
552
$244K 0.02%
1,275
553
$243K 0.02%
2,620
-244
554
$242K 0.02%
16,573
+15
555
$241K 0.02%
7,418
-1,506
556
$241K 0.02%
+4,838
557
$241K 0.02%
3,923
+7
558
$241K 0.02%
11,915
-3,109
559
$240K 0.02%
+2,866
560
$239K 0.02%
17,088
561
$238K 0.02%
12,475
-300
562
$238K 0.02%
3,428
+238
563
$237K 0.02%
+9,314
564
$237K 0.02%
+2,720
565
$237K 0.02%
4,541
+628
566
$237K 0.02%
+7,324
567
$235K 0.02%
+9,334
568
$234K 0.02%
10,795
569
$233K 0.02%
+1,118
570
$231K 0.02%
8,657
+16
571
$230K 0.02%
+5,824
572
$229K 0.02%
13,058
-887
573
$229K 0.02%
1,008
+1
574
$229K 0.02%
2,312
-315
575
$228K 0.02%
16,984
21 22
23
24 25