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
201
$1.27M 0.11%
31,735
-9,761
202
$1.27M 0.11%
13,372
+375
203
$1.26M 0.11%
8,438
-239
204
$1.26M 0.11%
21,330
-13,605
205
$1.25M 0.11%
8,924
+995
206
$1.25M 0.11%
3,857
+533
207
$1.24M 0.11%
15,362
-911
208
$1.24M 0.1%
28,323
+15,312
209
$1.24M 0.1%
18,467
+354
210
$1.24M 0.1%
41,054
+12,624
211
$1.23M 0.1%
8,002
-788
212
$1.22M 0.1%
16,080
+631
213
$1.21M 0.1%
6,959
+1,455
214
$1.21M 0.1%
14,146
+4,013
215
$1.21M 0.1%
8,266
+2,655
216
$1.19M 0.1%
18,370
+2,961
217
$1.18M 0.1%
18,215
+2,148
218
$1.17M 0.1%
13,350
+1,244
219
$1.17M 0.1%
32,788
+466
220
$1.15M 0.1%
5,523
+100
221
$1.14M 0.1%
15,215
-171
222
$1.14M 0.1%
12,154
+1,462
223
$1.12M 0.09%
26,603
-5,926
224
$1.12M 0.09%
10,152
+425
225
$1.12M 0.09%
75,435
+527
7 8
9
10 11