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
101
$2.5M 0.23%
23,981
-436
102
$2.49M 0.23%
16,352
-19
103
$2.45M 0.23%
85,758
+2,573
104
$2.44M 0.23%
126,679
+9,201
105
$2.4M 0.22%
88,164
106
$2.37M 0.22%
49,874
-28,069
107
$2.34M 0.22%
35,050
+3,060
108
$2.34M 0.22%
30,368
+1,769
109
$2.31M 0.21%
23,245
+958
110
$2.27M 0.21%
45,188
+10,953
111
$2.25M 0.21%
9,211
+90
112
$2.24M 0.21%
22,110
-626
113
$2.19M 0.2%
4,633
+154
114
$2.19M 0.2%
13,209
+141
115
$2.18M 0.2%
29,123
+11
116
$2.16M 0.2%
25,732
-1,753
117
$2.16M 0.2%
21,333
+3,257
118
$2.15M 0.2%
15,493
-3,512
119
$2.12M 0.2%
60,291
+8,056
120
$2.1M 0.2%
38,420
+32,680
121
$2.09M 0.19%
8,635
-189
122
$2.07M 0.19%
50,637
-307
123
$2.07M 0.19%
10,806
+722
124
$2.04M 0.19%
45,026
-24,455
125
$2.02M 0.19%
85,782
-37,423
3 4
5
6 7