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
76
$4.79M 0.27%
29,176
+9,319
77
$4.78M 0.27%
139,524
+2,141
78
$4.75M 0.27%
66,085
+22,163
79
$4.7M 0.27%
104,631
+49,039
80
$4.63M 0.26%
110,935
+99,322
81
$4.42M 0.25%
43,130
+6,009
82
$4.42M 0.25%
35,208
+3,626
83
$4.39M 0.25%
98,340
-4,264
84
$4.33M 0.25%
29,430
+7,656
85
$4.28M 0.24%
46,851
-1,083
86
$4.23M 0.24%
127,026
+36,370
87
$4.21M 0.24%
+70,105
88
$4.13M 0.24%
77,613
+35,361
89
$4.02M 0.23%
+82,351
90
$3.99M 0.23%
116,511
+98,901
91
$3.99M 0.23%
26,339
+10,034
92
$3.93M 0.22%
58,461
+3,703
93
$3.87M 0.22%
42,841
+5,130
94
$3.84M 0.22%
84,152
+41,025
95
$3.79M 0.22%
28,767
+845
96
$3.74M 0.21%
16,913
+11,686
97
$3.71M 0.21%
43,915
+12,932
98
$3.71M 0.21%
16,776
+4,965
99
$3.54M 0.2%
12,918
+2,060
100
$3.4M 0.19%
+158,773
2 3
4
5 6