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
451
$349K 0.03%
2,720
-10,311
452
$342K 0.03%
4,611
+20
453
$342K 0.03%
1,684
-359
454
$340K 0.03%
11,012
+550
455
$339K 0.03%
1,308
456
$334K 0.02%
4,641
+1,516
457
$334K 0.02%
14,646
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458
$334K 0.02%
4,603
459
$332K 0.02%
5,073
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460
$331K 0.02%
6,456
-586
461
$330K 0.02%
6,174
-318
462
$330K 0.02%
4,806
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463
$329K 0.02%
3,368
-40
464
$329K 0.02%
2,500
+180
465
$329K 0.02%
9,727
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466
$328K 0.02%
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467
$328K 0.02%
13,832
-5,836
468
$328K 0.02%
10,700
+204
469
$325K 0.02%
3,475
+292
470
$325K 0.02%
2,161
-131
471
$324K 0.02%
7,687
+825
472
$321K 0.02%
5,835
-780
473
$321K 0.02%
5,351
+251
474
$320K 0.02%
3,129
-282
475
$319K 0.02%
15,109
17 18
19
20 21