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
376
$485K 0.04%
11,613
-2,213
377
$482K 0.04%
17,044
+7,040
378
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381
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311
399
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8,050
-375
400
$434K 0.03%
11,737
14 15
16
17 18