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
576
$228K 0.02%
3,555
577
$228K 0.02%
1,948
+2
578
$227K 0.02%
29,124
-1,269
579
$227K 0.02%
4,897
+12
580
$227K 0.02%
4,700
581
$227K 0.02%
3,941
-3,098
582
$226K 0.02%
2,002
583
$226K 0.02%
1,747
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584
$223K 0.02%
3,586
585
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2,679
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586
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2,824
587
$222K 0.02%
2,294
588
$219K 0.02%
3,537
+50
589
$218K 0.02%
+2,053
590
$217K 0.02%
21,522
+978
591
$217K 0.02%
+7,348
592
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593
$213K 0.02%
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594
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6,118
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595
$211K 0.02%
2,053
+3
596
$208K 0.02%
6,110
+11
597
$206K 0.02%
+8,715
598
$205K 0.02%
+2,382
599
$205K 0.02%
3,253
600
$205K 0.02%
3,805
-232
22 23
24
25 26