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
$1.18B
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
101
$2.48M 0.21%
24,008
-524
102
$2.47M 0.21%
9,200
+172
103
$2.47M 0.21%
21,497
-34,818
104
$2.45M 0.21%
51,563
-2,421
105
$2.41M 0.2%
12,573
-45
106
$2.38M 0.2%
86,851
+5,279
107
$2.36M 0.2%
104,922
-8,184
108
$2.34M 0.2%
88,164
109
$2.32M 0.2%
46,764
-3,595
110
$2.3M 0.19%
15,177
-147
111
$2.3M 0.19%
6,164
+620
112
$2.27M 0.19%
65,088
+600
113
$2.27M 0.19%
49,642
+1,807
114
$2.22M 0.19%
27,429
-756
115
$2.16M 0.18%
119,036
+1,484
116
$2.16M 0.18%
11,713
+430
117
$2.13M 0.18%
23,965
+370
118
$2.1M 0.18%
32,838
+27,800
119
$2.1M 0.18%
69,116
+22,874
120
$2.1M 0.18%
24,960
-69
121
$2.06M 0.17%
23,210
+10,504
122
$2.06M 0.17%
21,227
-963
123
$2.05M 0.17%
9,632
-794
124
$2.05M 0.17%
46,234
+1,810
125
$2.02M 0.17%
27,881
+2,860
3 4
5
6 7