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
$1.07B
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
76
$3.21M 0.3%
51,504
+6,003
77
$3.21M 0.3%
120,289
+12,228
78
$3.15M 0.29%
50,438
+4,306
79
$3.08M 0.29%
191,199
+123
80
$3.05M 0.28%
67,297
+7,202
81
$2.98M 0.28%
8,974
-311
82
$2.96M 0.28%
59,309
-1,237
83
$2.94M 0.27%
62,211
+188
84
$2.88M 0.27%
8,395
+1,235
85
$2.87M 0.27%
4,979
+26
86
$2.84M 0.26%
26,710
+45
87
$2.82M 0.26%
28,194
+922
88
$2.81M 0.26%
87,364
+27,314
89
$2.8M 0.26%
26,511
-1,320
90
$2.79M 0.26%
37,591
+77
91
$2.77M 0.26%
15,550
+71
92
$2.77M 0.26%
37,563
+8,913
93
$2.76M 0.26%
13,008
+161
94
$2.76M 0.26%
85,916
+7,123
95
$2.69M 0.25%
22,995
-185
96
$2.66M 0.25%
54,614
+7,944
97
$2.66M 0.25%
29,343
-30
98
$2.59M 0.24%
29,199
-983
99
$2.54M 0.24%
13,911
-70
100
$2.5M 0.23%
108,592
+22,540
2 3
4
5 6