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
351
$508K 0.05%
4,641
+251
352
$506K 0.05%
19,239
+45
353
$505K 0.05%
5,886
+3,344
354
$505K 0.05%
20,118
355
$502K 0.05%
+2,220
356
$501K 0.05%
9,738
+884
357
$499K 0.05%
+10,871
358
$498K 0.05%
+6,375
359
$497K 0.05%
10,110
-224
360
$497K 0.05%
2,101
+1,085
361
$495K 0.05%
2,390
+2
362
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+1,220
363
$487K 0.05%
3,435
-147
364
$487K 0.05%
+8,059
365
$486K 0.05%
7,255
+7
366
$484K 0.05%
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367
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18,104
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368
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2,391
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369
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12,351
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370
$469K 0.05%
7,545
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371
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+6,185
372
$462K 0.05%
2,494
-126
373
$459K 0.05%
+26,672
374
$456K 0.05%
5,312
-2,912
375
$456K 0.05%
+15,100
13 14
15
16 17