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
$1.75B
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
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
51
$6.33M 0.36%
64,512
+1,776
52
$6.29M 0.36%
36,340
+1,016
53
$6.28M 0.36%
138,527
+28,050
54
$6.2M 0.35%
76,749
+26,196
55
$6.09M 0.35%
20,000
+3,103
56
$5.95M 0.34%
112,749
+74,597
57
$5.93M 0.34%
15,436
+3,391
58
$5.84M 0.33%
24,031
+1,748
59
$5.79M 0.33%
256,092
+114,552
60
$5.76M 0.33%
42,555
+10,655
61
$5.62M 0.32%
27,297
-439
62
$5.61M 0.32%
309,844
+3,270
63
$5.6M 0.32%
71,735
+4,840
64
$5.56M 0.32%
+93,442
65
$5.46M 0.31%
11,064
+401
66
$5.38M 0.31%
45,993
+1,750
67
$5.29M 0.3%
116,366
-7,855
68
$5.17M 0.29%
58,860
-10,531
69
$5.11M 0.29%
38,860
-276
70
$5.06M 0.29%
134,804
-102,861
71
$4.99M 0.28%
96,157
+7,900
72
$4.95M 0.28%
29,111
+12,860
73
$4.89M 0.28%
30,169
+13,202
74
$4.87M 0.28%
28,068
+7,301
75
$4.79M 0.27%
62,415
+2,160
1 2
3
4 5