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
701
$214K 0.01%
+3,272
702
$214K 0.01%
+3,252
703
$211K 0.01%
+2,418
704
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+764
705
$210K 0.01%
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706
$209K 0.01%
4,700
707
$209K 0.01%
4,567
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708
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+37,227
709
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710
$206K 0.01%
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711
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712
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18,105
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-351
715
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716
$200K 0.01%
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717
$194K 0.01%
22,605
-8,762
718
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10,144
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$192K 0.01%
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720
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16,408
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15,049
722
$178K 0.01%
10,989
-2,000
723
$172K 0.01%
10,259
+28
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$169K 0.01%
17,255
+178
725
$148K 0.01%
23,375
-2,877
27 28
29
30 31