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
326
$586K 0.04%
13,648
-9
327
$583K 0.04%
11,175
+3,853
328
$582K 0.04%
5,984
-409
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1,850
+55
330
$578K 0.04%
2,264
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331
$577K 0.04%
9,844
-2,423
332
$575K 0.04%
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333
$574K 0.04%
4,068
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334
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4,467
+246
335
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+17,610
336
$567K 0.04%
18,317
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337
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+11,306
338
$564K 0.04%
7,759
+211
339
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4,815
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340
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6,707
-1,300
341
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342
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16,515
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343
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15,850
-1,300
344
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6,314
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345
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10,992
+217
346
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27,548
+1,739
347
$549K 0.04%
2,821
-1,485
348
$544K 0.04%
22,610
+2,246
349
$544K 0.04%
3,158
+141
350
$540K 0.04%
10,876
12 13
14
15 16