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
576
$324K 0.02%
4,679
-9
577
$324K 0.02%
2,730
+843
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$319K 0.02%
2,844
579
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13,000
581
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582
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3,223
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583
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153
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584
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4,653
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585
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1,862
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586
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587
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1,584
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589
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763
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590
$303K 0.02%
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591
$303K 0.02%
11,026
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4,346
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595
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13,536
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597
$298K 0.02%
9,860
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$297K 0.02%
8,841
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599
$297K 0.02%
1,140
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600
$296K 0.02%
12,117
+31
22 23
24
25 26