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
201
$1.16M 0.11%
5,812
+233
202
$1.16M 0.11%
12,711
-9,430
203
$1.16M 0.11%
471
204
$1.16M 0.11%
71,591
-15,141
205
$1.16M 0.11%
32,590
+3,662
206
$1.15M 0.11%
8,307
-270
207
$1.15M 0.11%
14,794
-1,467
208
$1.14M 0.11%
8,662
+1,340
209
$1.14M 0.11%
102,839
+24,536
210
$1.12M 0.1%
12,084
+2,506
211
$1.12M 0.1%
16,152
-711
212
$1.12M 0.1%
3,419
-181
213
$1.12M 0.1%
47,755
+1,929
214
$1.11M 0.1%
26,307
+4,268
215
$1.1M 0.1%
14,357
-288
216
$1.09M 0.1%
2,179
+155
217
$1.09M 0.1%
46,329
+266
218
$1.08M 0.1%
7,459
+1,636
219
$1.08M 0.1%
18,579
-3,991
220
$1.08M 0.1%
8,205
+316
221
$1.07M 0.1%
35,734
-574
222
$1.06M 0.1%
15,787
+1,145
223
$1.06M 0.1%
32,444
-3,081
224
$1.05M 0.1%
4,649
+214
225
$1.05M 0.1%
12,007
-37
7 8
9
10 11