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
$1.75B
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
State Street 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
151
$2.45M 0.14%
42,331
-203
152
$2.41M 0.14%
108,819
+36,447
153
$2.41M 0.14%
109,566
+13,663
154
$2.4M 0.14%
24,461
+12,168
155
$2.4M 0.14%
12,721
+606
156
$2.37M 0.14%
56,721
+37,393
157
$2.36M 0.13%
+56,865
158
$2.34M 0.13%
28,211
+3,740
159
$2.34M 0.13%
67,123
+36,703
160
$2.33M 0.13%
11,490
-311
161
$2.32M 0.13%
6,998
+2,387
162
$2.31M 0.13%
8,527
+1,023
163
$2.31M 0.13%
13,508
+4,104
164
$2.3M 0.13%
43,484
-28,199
165
$2.29M 0.13%
2,558
+553
166
$2.29M 0.13%
9,075
-5
167
$2.24M 0.13%
23,436
+1,010
168
$2.24M 0.13%
74,830
+41,055
169
$2.23M 0.13%
14,564
-65
170
$2.23M 0.13%
4,539
+1,374
171
$2.23M 0.13%
10,787
+4,928
172
$2.23M 0.13%
8,227
+413
173
$2.22M 0.13%
13,043
+1,798
174
$2.19M 0.12%
21,642
+6,595
175
$2.19M 0.12%
8,619
+2,993
5 6
7
8 9