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
101
$3.4M 0.19%
4,790
+197
102
$3.38M 0.19%
17,833
+3,074
103
$3.35M 0.19%
46,689
+5,358
104
$3.34M 0.19%
99,047
+6,642
105
$3.33M 0.19%
13,584
+3,513
106
$3.33M 0.19%
3,507
+2,138
107
$3.31M 0.19%
84,964
108
$3.26M 0.19%
28,721
+5,925
109
$3.25M 0.19%
81,944
+229
110
$3.23M 0.18%
7,625
-110
111
$3.16M 0.18%
43,087
+37
112
$3.05M 0.17%
36,514
+2,418
113
$3.01M 0.17%
134,249
+124,149
114
$3M 0.17%
63,672
+23,531
115
$2.99M 0.17%
31,136
+15,203
116
$2.99M 0.17%
25,448
+820
117
$2.98M 0.17%
64,995
+46,823
118
$2.98M 0.17%
11,149
+57
119
$2.95M 0.17%
21,868
-262
120
$2.95M 0.17%
51,415
+27,593
121
$2.95M 0.17%
52,062
+9,389
122
$2.93M 0.17%
70,976
-3,401
123
$2.92M 0.17%
100,506
-93,051
124
$2.9M 0.17%
27,505
+6,901
125
$2.87M 0.16%
4,643
+693
3 4
5
6 7