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
$1.18B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.29M
3
+$2.44M
4
PG icon
Procter & Gamble
PG
+$2.25M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$4M
2
+$2.51M
3
+$2.32M
4
ULTR
IQ Ultra Short Duration ETF
ULTR
+$1.94M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.29M

Sector Composition

1 Technology 11.88%
2 Financials 8.07%
3 Consumer Discretionary 5.29%
4 Healthcare 4.43%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$151K 0.01%
16,928
627
$148K 0.01%
+12,747
628
$145K 0.01%
15,049
629
$144K 0.01%
10,479
-400
630
$137K 0.01%
12,000
631
$129K 0.01%
20,852
+977
632
$127K 0.01%
13,095
633
$123K 0.01%
15,965
-10,715
634
$117K 0.01%
+10,781
635
$92.8K 0.01%
10,748
636
$92.4K 0.01%
13,491
+33
637
$85.8K 0.01%
28,220
638
$68.4K 0.01%
33,838
+20,750
639
$66.4K 0.01%
22,985
640
$65.1K 0.01%
12,975
641
$62K 0.01%
+11,311
642
$61.9K 0.01%
12,539
+263
643
$53.9K ﹤0.01%
542
+7
644
$36.9K ﹤0.01%
24,120
+2,000
645
$35.1K ﹤0.01%
20,795
646
$27.4K ﹤0.01%
582
+70
647
$26.9K ﹤0.01%
492
+133
648
$18.8K ﹤0.01%
667
649
$14.8K ﹤0.01%
8
650
$14.5K ﹤0.01%
11,300
24 25
26
27 28