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
601
$205K 0.02%
+6,979
602
$205K 0.02%
+3,834
603
$204K 0.02%
+1,638
604
$203K 0.02%
+5,820
605
$203K 0.02%
3,199
+78
606
$202K 0.02%
+4,948
607
$202K 0.02%
+3,744
608
$201K 0.02%
+3,998
609
$201K 0.02%
1,582
+74
610
$166K 0.02%
15,049
611
$158K 0.01%
+15,026
612
$148K 0.01%
18,444
+333
613
$146K 0.01%
13,095
614
$140K 0.01%
28,220
615
$135K 0.01%
20,975
-500
616
$135K 0.01%
11,773
+190
617
$134K 0.01%
11,682
-740
618
$133K 0.01%
16,713
619
$131K 0.01%
16,005
+289
620
$123K 0.01%
12,103
-469
621
$104K 0.01%
+13,408
622
$98.1K 0.01%
11,248
623
$94.5K 0.01%
+21,293
624
$92.6K 0.01%
12,000
625
$80.4K 0.01%
+12,975
23 24
25
26 27