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
626
$80.3K 0.01%
13,608
+810
627
$71.6K 0.01%
23,316
-500
628
$64.9K 0.01%
12,293
-13,013
629
$43.1K ﹤0.01%
8
630
$38.3K ﹤0.01%
+15,620
631
$37.6K ﹤0.01%
474
632
$31.4K ﹤0.01%
+10,428
633
$26.6K ﹤0.01%
12,300
634
$20.4K ﹤0.01%
680
-21
635
$16.5K ﹤0.01%
60
636
$15.7K ﹤0.01%
433
+17
637
$15.1K ﹤0.01%
12,500
638
$13.9K ﹤0.01%
+667
639
$12.6K ﹤0.01%
164
640
$10.4K ﹤0.01%
1,982
+625
641
$5.7K ﹤0.01%
1,224
-19
642
$4.46K ﹤0.01%
333
643
– –
-1,312
644
– –
-5,427
645
– –
-2,833
646
– –
-3,388
647
– –
-8,199
648
– –
-24,119
649
– –
-822
650
– –
-7,893
23 24 25
26
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