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
$1.35B
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.09M
3
+$2.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.89M
5
IYW icon
iShares US Technology ETF
IYW
+$1.82M

Top Sells

1
+$3.44M
2
+$1.59M
3
+$1.56M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.35M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.32M

Sector Composition

1 Technology 12.83%
2 Financials 6.51%
3 Consumer Discretionary 4.57%
4 Healthcare 3.2%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.03M 0.08%
27,096
-1,545
227
$1.02M 0.08%
4,517
+108
228
$1.02M 0.08%
39,880
+28,279
229
$1.02M 0.08%
5,864
-943
230
$1M 0.07%
50,998
+9,970
231
$1M 0.07%
12,791
+9
232
$1M 0.07%
30,420
+17,066
233
$989K 0.07%
51,585
-796
234
$987K 0.07%
6,992
+813
235
$987K 0.07%
23,758
-2,545
236
$977K 0.07%
33,775
+12,305
237
$976K 0.07%
4,252
-113
238
$957K 0.07%
9,577
+37
239
$954K 0.07%
16,515
-188
240
$943K 0.07%
124,561
241
$935K 0.07%
9,411
+506
242
$918K 0.07%
9,193
-146
243
$914K 0.07%
32,680
-1,094
244
$913K 0.07%
16,582
-204
245
$909K 0.07%
4,316
+137
246
$904K 0.07%
5,227
247
$902K 0.07%
16,883
-296
248
$893K 0.07%
3,378
+85
249
$891K 0.07%
27,619
+3,100
250
$890K 0.07%
15,124
+561
8 9
10
11 12