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
176
$1.45M 0.12%
52,673
+10,409
177
$1.42M 0.12%
16,041
+2,926
178
$1.41M 0.12%
6,200
+1,260
179
$1.39M 0.12%
15,233
-74
180
$1.38M 0.12%
18,131
+40
181
$1.37M 0.12%
56,107
+2,392
182
$1.37M 0.12%
47,797
+295
183
$1.36M 0.11%
+60,952
184
$1.35M 0.11%
+9,452
185
$1.35M 0.11%
42,992
+3,564
186
$1.34M 0.11%
6,599
+373
187
$1.34M 0.11%
39,996
+6,512
188
$1.33M 0.11%
26,958
-290
189
$1.33M 0.11%
9,365
+586
190
$1.33M 0.11%
55,324
+588
191
$1.33M 0.11%
15,263
-69
192
$1.31M 0.11%
3,010
+36
193
$1.31M 0.11%
17,063
-1,880
194
$1.31M 0.11%
16,707
+10,441
195
$1.3M 0.11%
13,208
+927
196
$1.29M 0.11%
8,921
-1,482
197
$1.29M 0.11%
99,572
-3,585
198
$1.28M 0.11%
14,512
+225
199
$1.28M 0.11%
5,093
+184
200
$1.28M 0.11%
16,978
-525
6 7
8
9 10