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
$973M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.85M
3
+$3.39M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.35M
5
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$2.46M

Top Sells

1
+$1.28M
2
+$1.02M
3
+$883K
4
JETS icon
US Global Jets ETF
JETS
+$874K
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$809K

Sector Composition

1 Technology 10.86%
2 Consumer Discretionary 6.21%
3 Financials 5.54%
4 Communication Services 4.47%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$915K 0.09%
+17,661
227
$910K 0.09%
9,856
-304
228
$909K 0.09%
+7,614
229
$907K 0.09%
3,857
+1,856
230
$902K 0.09%
9,929
+1,980
231
$900K 0.09%
43,020
+2,500
232
$898K 0.09%
20,797
-709
233
$892K 0.09%
8,409
+1,522
234
$890K 0.09%
8,020
+102
235
$887K 0.09%
6,305
+569
236
$883K 0.09%
14,504
+852
237
$880K 0.09%
18,614
-2,482
238
$876K 0.09%
15,418
+1,109
239
$874K 0.09%
+8,647
240
$872K 0.09%
+21,765
241
$870K 0.09%
11,832
+7,632
242
$867K 0.09%
17,105
+1,677
243
$836K 0.09%
7,575
+482
244
$832K 0.09%
+9,451
245
$812K 0.08%
11,797
+366
246
$811K 0.08%
7,645
-4,495
247
$797K 0.08%
9,415
+2,269
248
$797K 0.08%
8,193
+4,001
249
$797K 0.08%
+11,076
250
$793K 0.08%
6,759
+71
8 9
10
11 12