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
$1.18B
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
76
$3.27M 0.28%
194,055
+9,432
77
$3.12M 0.26%
43,146
-1,263
78
$3M 0.25%
8,958
+368
79
$3M 0.25%
90,301
+860
80
$2.97M 0.25%
28,822
+1,357
81
$2.95M 0.25%
31,289
+2,866
82
$2.92M 0.25%
59,694
-6,579
83
$2.92M 0.25%
148,224
+17,427
84
$2.89M 0.24%
82,419
+339
85
$2.83M 0.24%
27,941
+4,196
86
$2.79M 0.24%
47,526
-2,450
87
$2.79M 0.24%
55,393
+36,249
88
$2.77M 0.23%
49,615
-5,222
89
$2.77M 0.23%
55,380
+103
90
$2.74M 0.23%
15,483
+492
91
$2.7M 0.23%
22,507
-616
92
$2.68M 0.23%
15,808
+1,517
93
$2.6M 0.22%
27,425
-57
94
$2.59M 0.22%
42,084
+10,294
95
$2.58M 0.22%
28,311
+2,996
96
$2.58M 0.22%
36,948
+1,797
97
$2.57M 0.22%
9,677
+180
98
$2.55M 0.22%
23,677
+1,923
99
$2.54M 0.21%
36,410
+388
100
$2.54M 0.21%
5,010
+123
2 3
4
5 6