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
176
$2.15M 0.12%
28,668
+417
177
$2.14M 0.12%
10,371
+7,550
178
$2.13M 0.12%
15,572
+2,554
179
$2.12M 0.12%
62,552
+34,933
180
$2.09M 0.12%
40,855
+511
181
$2.09M 0.12%
45,599
+9,288
182
$2.07M 0.12%
7,856
+1,354
183
$2.07M 0.12%
91,696
-84,536
184
$2.06M 0.12%
12,084
+5,092
185
$1.99M 0.11%
3,858
+133
186
$1.97M 0.11%
85,165
+26,669
187
$1.96M 0.11%
16,693
-284
188
$1.94M 0.11%
36,972
+20,723
189
$1.93M 0.11%
21,836
+12,698
190
$1.91M 0.11%
21,191
+7,932
191
$1.9M 0.11%
23,667
+2,320
192
$1.9M 0.11%
25,486
+1,600
193
$1.9M 0.11%
+70,818
194
$1.9M 0.11%
5,889
+4,039
195
$1.89M 0.11%
21,019
+12,575
196
$1.89M 0.11%
14,380
+10,312
197
$1.89M 0.11%
19,562
+2,272
198
$1.86M 0.11%
15,392
+3,567
199
$1.86M 0.11%
9,304
+3,026
200
$1.86M 0.11%
+54,917
6 7
8
9 10