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
451
$347K 0.04%
4,293
+168
452
$347K 0.04%
3,371
+1,076
453
$346K 0.04%
1,816
+81
454
$346K 0.04%
1,394
-1
455
$342K 0.04%
15,340
+1,115
456
$341K 0.04%
11,472
-8,640
457
$338K 0.03%
2,478
458
$337K 0.03%
2,841
+112
459
$336K 0.03%
4,154
+38
460
$336K 0.03%
9,681
-3,763
461
$335K 0.03%
+11,373
462
$332K 0.03%
6,611
+1,036
463
$332K 0.03%
+3,882
464
$332K 0.03%
+2,446
465
$331K 0.03%
10,000
466
$328K 0.03%
+5,498
467
$328K 0.03%
1,698
+66
468
$327K 0.03%
+4,205
469
$327K 0.03%
3,932
+4
470
$326K 0.03%
+5,444
471
$326K 0.03%
5,122
+1,075
472
$325K 0.03%
2,250
-1,790
473
$325K 0.03%
4,973
+303
474
$323K 0.03%
+4,693
475
$322K 0.03%
3,806
+613
17 18
19
20 21