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
126
$1.99M 0.18%
74,096
+16,318
127
$1.98M 0.18%
49,777
+1,882
128
$1.98M 0.18%
+94,271
129
$1.97M 0.18%
10,604
+2,268
130
$1.95M 0.18%
13,161
+290
131
$1.92M 0.18%
22,887
+2,108
132
$1.89M 0.18%
34,847
-3,306
133
$1.88M 0.18%
5,302
+190
134
$1.88M 0.18%
15,102
-106
135
$1.86M 0.17%
23,700
+248
136
$1.86M 0.17%
103,036
+3,629
137
$1.85M 0.17%
15,050
+6,426
138
$1.84M 0.17%
20,504
+1,794
139
$1.83M 0.17%
30,570
-40,115
140
$1.82M 0.17%
2,715
+57
141
$1.81M 0.17%
13,130
-172
142
$1.8M 0.17%
43,260
+2,452
143
$1.79M 0.17%
32,645
+585
144
$1.79M 0.17%
38,092
+1,281
145
$1.76M 0.16%
22,987
+6,682
146
$1.75M 0.16%
10,187
-163
147
$1.72M 0.16%
8,422
+89
148
$1.71M 0.16%
45,046
-757
149
$1.69M 0.16%
45,211
-13,590
150
$1.68M 0.16%
7,779
-54
4 5
6
7 8