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
301
$652K 0.05%
21,370
+8,570
302
$650K 0.05%
15,701
-650
303
$648K 0.05%
17,068
+15
304
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305
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12,810
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306
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4,075
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307
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13,337
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308
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309
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310
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311
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-43
312
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2,593
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313
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29,349
-10,970
314
$616K 0.05%
1,152
-8
315
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17,939
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317
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319
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13,670
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321
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5,417
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322
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4,275
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3,241
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324
$589K 0.04%
5,730
+434
325
$587K 0.04%
28,682
-467
11 12
13
14 15