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
301
$650K 0.07%
1,326
+57
302
$647K 0.07%
14,031
-7,655
303
$645K 0.07%
6,758
+11
304
$643K 0.07%
16,919
+9,170
305
$641K 0.07%
8,402
+274
306
$640K 0.07%
2,648
+188
307
$640K 0.07%
+6,100
308
$640K 0.07%
5,874
-68
309
$639K 0.07%
8,889
+185
310
$634K 0.07%
1,728
+5
311
$630K 0.06%
7,939
+1,322
312
$627K 0.06%
10,612
+3,943
313
$624K 0.06%
3,999
+772
314
$619K 0.06%
16,862
+4,395
315
$613K 0.06%
1,709
+4
316
$611K 0.06%
5,692
+1,283
317
$610K 0.06%
+11,119
318
$609K 0.06%
12,485
-8,620
319
$607K 0.06%
4,263
+295
320
$602K 0.06%
2,218
+250
321
$599K 0.06%
10,085
322
$598K 0.06%
5,919
+841
323
$596K 0.06%
10,631
+4
324
$596K 0.06%
5,919
+1,797
325
$595K 0.06%
+37,148
11 12
13
14 15