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
151
$1.7M 0.14%
67,548
+451
152
$1.68M 0.14%
44,451
+1,202
153
$1.68M 0.14%
10,525
-778
154
$1.68M 0.14%
17,829
+4,157
155
$1.66M 0.14%
17,353
+1,497
156
$1.64M 0.14%
22,040
+378
157
$1.62M 0.14%
3,182
+1,160
158
$1.61M 0.14%
38,348
+196
159
$1.6M 0.14%
15,685
+10,427
160
$1.6M 0.14%
14,931
+2,051
161
$1.6M 0.14%
42,330
+2,280
162
$1.57M 0.13%
16,255
+3,199
163
$1.56M 0.13%
3,596
+9
164
$1.56M 0.13%
23,838
+782
165
$1.55M 0.13%
102,915
+1,447
166
$1.53M 0.13%
13,675
-89
167
$1.52M 0.13%
19,439
+1,392
168
$1.49M 0.13%
6,757
-171
169
$1.48M 0.13%
72,540
+22,540
170
$1.48M 0.13%
7,123
+16
171
$1.47M 0.12%
6,394
+81
172
$1.47M 0.12%
5,144
-15
173
$1.47M 0.12%
14,816
+2,000
174
$1.46M 0.12%
44,283
+2,721
175
$1.46M 0.12%
46,037
-180
5 6
7
8 9