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
401
$433K 0.03%
5,957
-14,928
402
$431K 0.03%
2,136
+175
403
$431K 0.03%
+16,676
404
$429K 0.03%
+8,640
405
$425K 0.03%
8,976
+368
406
$425K 0.03%
3,919
-374
407
$416K 0.03%
1,749
+380
408
$416K 0.03%
6,846
+475
409
$416K 0.03%
7,027
+3,020
410
$415K 0.03%
9,131
+1,343
411
$414K 0.03%
1,711
412
$413K 0.03%
5,865
-213
413
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4,696
+1,712
414
$410K 0.03%
6,828
-173
415
$408K 0.03%
17,547
-3,567
416
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17,743
-18,785
417
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18,158
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418
$397K 0.03%
10,698
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419
$394K 0.03%
2,659
+31
420
$392K 0.03%
6,086
-224
421
$391K 0.03%
2,475
-518
422
$391K 0.03%
7,119
-9
423
$391K 0.03%
8,602
-66
424
$388K 0.03%
5,184
+1
425
$388K 0.03%
2,234
-9
15 16
17
18 19