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
26
$5.96M 0.61%
289,477
+81,052
27
$5.78M 0.59%
288,680
-39,600
28
$5.7M 0.59%
101,649
+30,921
29
$5.34M 0.55%
34,290
+9,886
30
$5.34M 0.55%
134,099
+25,566
31
$5.13M 0.53%
22,379
+6,941
32
$5.04M 0.52%
37,898
+11,753
33
$5.03M 0.52%
58,553
+22,950
34
$4.98M 0.51%
74,449
+25,805
35
$4.91M 0.51%
29,894
+10,625
36
$4.89M 0.5%
15,289
+3,771
37
$4.83M 0.5%
47,712
+15,466
38
$4.73M 0.49%
28,569
+6,162
39
$4.65M 0.48%
11,726
+2,015
40
$4.64M 0.48%
97,210
+35,820
41
$4.5M 0.46%
35,352
+1,301
42
$4.42M 0.45%
87,789
+13,342
43
$4.41M 0.45%
70,028
+8,896
44
$4.23M 0.44%
57,388
-1,420
45
$4.01M 0.41%
22,837
+5,365
46
$4M 0.41%
184,240
+14,460
47
$3.93M 0.4%
16,427
+4,787
48
$3.88M 0.4%
71,802
+21,208
49
$3.84M 0.39%
15,788
+138
50
$3.83M 0.39%
26,731
+8,672
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