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
201
$1.82M 0.1%
35,829
+3,182
202
$1.81M 0.1%
18,136
-39,246
203
$1.8M 0.1%
88,700
+12,550
204
$1.78M 0.1%
+21,429
205
$1.77M 0.1%
15,112
-270
206
$1.77M 0.1%
30,685
+3,627
207
$1.76M 0.1%
34,612
+6,723
208
$1.74M 0.1%
+34,747
209
$1.73M 0.1%
52,099
+24,964
210
$1.73M 0.1%
+12,876
211
$1.72M 0.1%
46,212
-15,997
212
$1.72M 0.1%
17,917
+2,654
213
$1.69M 0.1%
3,422
+2,331
214
$1.68M 0.1%
16,152
+156
215
$1.68M 0.1%
+38,668
216
$1.68M 0.1%
6,033
-173
217
$1.68M 0.1%
14,412
+718
218
$1.68M 0.1%
7,613
+331
219
$1.66M 0.09%
3,151
+2,103
220
$1.64M 0.09%
22,145
-10,943
221
$1.63M 0.09%
22,511
+3,783
222
$1.63M 0.09%
2,579
+145
223
$1.62M 0.09%
85,065
+40,283
224
$1.62M 0.09%
55,967
+23,287
225
$1.6M 0.09%
+57,539
7 8
9
10 11