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
651
$12.1K ﹤0.01%
655
652
$11.3K ﹤0.01%
12,500
653
$6.17K ﹤0.01%
+1,055
654
– –
-3,305
655
– –
-4,257
656
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-1,182
657
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-13,073
658
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-2,117
659
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-4,593
660
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-5,519
661
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-2,562
662
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-2,000
663
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-1,378
664
– –
-6,982
665
– –
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666
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667
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668
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669
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670
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671
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672
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-7,409
673
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674
– –
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675
– –
-6,541
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