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
26
$10.1M 0.75%
197,776
+725
27
$9.1M 0.67%
62,444
-758
28
$8.83M 0.65%
17,513
+1,976
29
$8.74M 0.65%
48,027
+587
30
$8.58M 0.64%
109,986
+3,921
31
$8.46M 0.63%
16,911
+2,245
32
$8.34M 0.62%
237,665
+17,346
33
$7.92M 0.59%
13,741
+1,763
34
$7.83M 0.58%
21,471
+1,705
35
$7.8M 0.58%
29,720
+628
36
$7.76M 0.58%
8,569
-148
37
$6.96M 0.52%
104,832
+5,240
38
$6.85M 0.51%
59,533
+2,277
39
$6.69M 0.5%
33,088
+1,480
40
$6.56M 0.49%
35,790
+3,691
41
$6.53M 0.48%
266,956
-4,034
42
$6.48M 0.48%
32,728
-1,573
43
$6.33M 0.47%
69,391
-2,138
44
$5.83M 0.43%
35,324
-289
45
$5.81M 0.43%
62,736
+1,741
46
$5.42M 0.4%
193,557
+33,631
47
$5.32M 0.39%
306,574
+27,800
48
$5.19M 0.38%
57,382
-1,696
49
$5.06M 0.38%
124,221
-14,872
50
$4.91M 0.36%
148,756
+26,086
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