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
376
$454K 0.05%
2,700
+68
377
$452K 0.05%
3,285
-18
378
$451K 0.05%
14,368
-930
379
$450K 0.05%
3,445
+1,368
380
$450K 0.05%
7,512
-5,460
381
$449K 0.05%
2,894
+281
382
$449K 0.05%
7,407
+902
383
$448K 0.05%
12,024
+1,678
384
$448K 0.05%
13,282
+2,222
385
$448K 0.05%
8,384
+700
386
$447K 0.05%
5,488
+219
387
$444K 0.05%
2,577
+293
388
$440K 0.05%
3,134
-144
389
$438K 0.05%
10,911
390
$437K 0.04%
7,501
-315
391
$436K 0.04%
19,476
+300
392
$432K 0.04%
2,649
+74
393
$432K 0.04%
+2,256
394
$431K 0.04%
4,789
+613
395
$429K 0.04%
4,317
+166
396
$428K 0.04%
8,006
+1,068
397
$427K 0.04%
3,533
+341
398
$425K 0.04%
+2,191
399
$425K 0.04%
5,460
-5,310
400
$421K 0.04%
8,127
+166
14 15
16
17 18