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
126
$2.01M 0.17%
9,876
+692
127
$2M 0.17%
4,893
+208
128
$1.99M 0.17%
49,585
-1,230
129
$1.99M 0.17%
34,650
+3,731
130
$1.99M 0.17%
3,071
+133
131
$1.97M 0.17%
6,964
+870
132
$1.97M 0.17%
34,097
-303
133
$1.97M 0.17%
9,177
+1,680
134
$1.94M 0.16%
14,073
+679
135
$1.93M 0.16%
116,421
+18,159
136
$1.93M 0.16%
20,974
+125
137
$1.89M 0.16%
74,764
+2,212
138
$1.89M 0.16%
15,695
+326
139
$1.86M 0.16%
6,810
+8
140
$1.85M 0.16%
17,961
+1,473
141
$1.85M 0.16%
26,823
-3,627
142
$1.84M 0.16%
44,869
+698
143
$1.84M 0.16%
106,204
+1,831
144
$1.82M 0.15%
11,431
+392
145
$1.82M 0.15%
54,732
-47
146
$1.78M 0.15%
12,735
-1,235
147
$1.76M 0.15%
9,837
148
$1.75M 0.15%
52,248
-69,249
149
$1.7M 0.14%
70,988
-5,984
150
$1.7M 0.14%
3,869
+32
4 5
6
7 8