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
401
$420K 0.04%
39,511
-9,318
402
$416K 0.04%
+8,582
403
$416K 0.04%
15,248
-150
404
$415K 0.04%
3,535
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405
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2,159
+16
406
$409K 0.04%
11,847
-1
407
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4,760
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408
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+7,352
409
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3,100
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410
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10,034
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411
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9,577
+376
412
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7,704
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413
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19,120
-1,215
414
$403K 0.04%
+10,867
415
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19,768
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416
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417
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418
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3,272
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419
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1,147
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420
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+1,272
421
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17,733
-7,001
422
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4,439
-633
423
$387K 0.04%
2,918
-136
424
$387K 0.04%
4,953
+1,471
425
$377K 0.04%
16,410
+6
15 16
17
18 19