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
126
$2.85M 0.16%
8,853
+5,215
127
$2.85M 0.16%
4,879
+1,125
128
$2.81M 0.16%
104,120
+3,335
129
$2.81M 0.16%
5,896
-256
130
$2.81M 0.16%
61,381
+44,212
131
$2.77M 0.16%
53,400
+4,551
132
$2.74M 0.16%
7,014
+2,713
133
$2.67M 0.15%
20,815
+794
134
$2.64M 0.15%
15,128
-912
135
$2.64M 0.15%
11,355
+7,806
136
$2.63M 0.15%
9,392
+1,446
137
$2.62M 0.15%
26,845
+9,793
138
$2.6M 0.15%
57,566
+37,137
139
$2.6M 0.15%
22,787
+10,198
140
$2.59M 0.15%
61,643
+56,056
141
$2.59M 0.15%
51,532
-5,756
142
$2.56M 0.15%
32,603
+26,260
143
$2.55M 0.15%
21,770
+3,114
144
$2.55M 0.15%
23,116
-530
145
$2.53M 0.14%
30,629
-900
146
$2.52M 0.14%
17,718
-126
147
$2.51M 0.14%
40,020
-944
148
$2.5M 0.14%
10,158
+5,641
149
$2.45M 0.14%
59,642
+515
150
$2.45M 0.14%
26,713
-6,236
4 5
6
7 8