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
251
$877K 0.07%
8,753
+57
252
$874K 0.06%
37,391
+19,492
253
$867K 0.06%
3,687
+14
254
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1,548
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255
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27,135
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256
$854K 0.06%
835
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257
$837K 0.06%
26,624
258
$831K 0.06%
18,172
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259
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260
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44,782
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261
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262
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16,249
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263
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13,840
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264
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265
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14,386
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266
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27,203
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17,169
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271
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37,072
+1,800
272
$764K 0.06%
18,412
-740
273
$764K 0.06%
15,122
+6,234
274
$764K 0.06%
2,774
+178
275
$759K 0.06%
7,895
-33
9 10
11
12 13