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
276
$758K 0.06%
7,579
+437
277
$757K 0.06%
19,328
+1,179
278
$753K 0.06%
12,531
+18
279
$750K 0.06%
17,314
+2,578
280
$748K 0.06%
37,921
-1,463
281
$744K 0.06%
16,740
+845
282
$739K 0.05%
19,844
283
$733K 0.05%
12,349
-34
284
$729K 0.05%
49,272
-17,325
285
$726K 0.05%
28,573
+5,884
286
$723K 0.05%
16,465
+2,943
287
$714K 0.05%
24,053
+469
288
$702K 0.05%
11,721
-706
289
$700K 0.05%
57,900
-1,900
290
$698K 0.05%
15,780
+983
291
$696K 0.05%
14,466
+3,354
292
$692K 0.05%
12,580
+7
293
$690K 0.05%
3,549
-157
294
$689K 0.05%
12,211
-313
295
$689K 0.05%
9,138
+265
296
$670K 0.05%
8,505
+432
297
$669K 0.05%
16,530
-1,165
298
$665K 0.05%
9,517
+2,617
299
$665K 0.05%
8,444
-3,895
300
$655K 0.05%
27,102
+106
10 11
12
13 14