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
176
$1.4M 0.13%
100,814
+24,539
177
$1.39M 0.13%
38,515
+20,179
178
$1.37M 0.13%
6,524
179
$1.35M 0.13%
16,739
+609
180
$1.34M 0.12%
11,361
+1,408
181
$1.33M 0.12%
6,836
+20
182
$1.32M 0.12%
2,877
+37
183
$1.32M 0.12%
42,183
-8,784
184
$1.32M 0.12%
13,460
+1,225
185
$1.32M 0.12%
13,216
+1,249
186
$1.3M 0.12%
17,024
-420
187
$1.28M 0.12%
3,603
-350
188
$1.25M 0.12%
24,151
+1,569
189
$1.25M 0.12%
13,396
+5,113
190
$1.24M 0.12%
17,933
-118
191
$1.24M 0.12%
49,644
-19,081
192
$1.23M 0.11%
43,469
+2,657
193
$1.23M 0.11%
43,245
-9,682
194
$1.23M 0.11%
19,070
-4,241
195
$1.22M 0.11%
24,129
+13,984
196
$1.22M 0.11%
26,754
+9,110
197
$1.2M 0.11%
31,555
+2,668
198
$1.19M 0.11%
13,512
+691
199
$1.19M 0.11%
5,627
-64
200
$1.16M 0.11%
25,721
-210
6 7
8
9 10