WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
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
51
$4.36M 0.41%
105,235
-3,635
52
$4.3M 0.4%
23,482
+2,437
53
$4.22M 0.39%
264,256
+6,129
54
$4.12M 0.38%
39,610
+976
55
$4.08M 0.38%
168,630
+32,710
56
$4.08M 0.38%
119,535
+87,570
57
$4.06M 0.38%
32,708
+7,765
58
$4.05M 0.38%
31,737
+576
59
$3.95M 0.37%
58,293
-4,382
60
$3.92M 0.36%
74,994
+4,415
61
$3.85M 0.36%
150,915
+28,971
62
$3.74M 0.35%
32,324
-28
63
$3.72M 0.35%
73,849
+840
64
$3.56M 0.33%
62,955
+1,215
65
$3.53M 0.33%
47,869
+5,015
66
$3.51M 0.33%
48,312
+453
67
$3.51M 0.33%
9,646
-173
68
$3.51M 0.33%
68,815
+5,458
69
$3.43M 0.32%
13,743
+270
70
$3.42M 0.32%
23,023
+1,656
71
$3.4M 0.32%
75,229
-13,288
72
$3.36M 0.31%
89,820
+684
73
$3.34M 0.31%
137,070
+8,190
74
$3.27M 0.3%
15,407
+254
75
$3.21M 0.3%
65,343
+357
1 2
3
4 5