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
476
$320K 0.03%
5,946
-2,265
477
$319K 0.03%
+4,322
478
$319K 0.03%
1,689
-1,080
479
$317K 0.03%
+5,932
480
$315K 0.03%
+567
481
$309K 0.03%
6,780
+536
482
$309K 0.03%
11,793
483
$309K 0.03%
4,711
484
$307K 0.03%
54,650
+300
485
$306K 0.03%
+9,850
486
$305K 0.03%
5,219
+626
487
$305K 0.03%
+17,600
488
$304K 0.03%
3,770
-160
489
$303K 0.03%
+19,042
490
$302K 0.03%
1,255
+37
491
$302K 0.03%
14,013
+1,689
492
$302K 0.03%
4,569
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493
$301K 0.03%
3,123
+275
494
$301K 0.03%
+4,651
495
$300K 0.03%
1,334
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496
$299K 0.03%
7,965
+65
497
$298K 0.03%
+6,530
498
$297K 0.03%
+9,476
499
$295K 0.03%
11,395
-2,650
500
$294K 0.03%
+2,535
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