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
151
$1.68M 0.16%
37,724
+4,790
152
$1.68M 0.16%
9,943
153
$1.67M 0.16%
3,626
+813
154
$1.67M 0.16%
8,286
+1,232
155
$1.66M 0.15%
101,688
+396
156
$1.65M 0.15%
22,364
+390
157
$1.64M 0.15%
18,053
-1,219
158
$1.62M 0.15%
61,700
-32,772
159
$1.59M 0.15%
19,861
-288
160
$1.59M 0.15%
45,910
+10,690
161
$1.56M 0.15%
41,179
+455
162
$1.55M 0.14%
97,434
+30
163
$1.53M 0.14%
15,071
-86
164
$1.52M 0.14%
6,257
+21
165
$1.52M 0.14%
6,793
+242
166
$1.52M 0.14%
21,884
-1,104
167
$1.51M 0.14%
5,152
+25
168
$1.5M 0.14%
18,298
+3,106
169
$1.5M 0.14%
15,288
-1,570
170
$1.44M 0.13%
6,312
+235
171
$1.44M 0.13%
8,726
+348
172
$1.44M 0.13%
31,921
+10,762
173
$1.41M 0.13%
13,908
-1,172
174
$1.41M 0.13%
7,048
-8
175
$1.4M 0.13%
15,410
-17
5 6
7
8 9