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
476
$317K 0.02%
6,537
-17
477
$317K 0.02%
2,312
+24
478
$315K 0.02%
5,001
+46
479
$315K 0.02%
2,116
+99
480
$315K 0.02%
+6,707
481
$314K 0.02%
47,473
+762
482
$313K 0.02%
8,801
+481
483
$312K 0.02%
4,842
-104
484
$312K 0.02%
26,991
-2,681
485
$311K 0.02%
4,433
-162
486
$311K 0.02%
15,581
-13
487
$311K 0.02%
9,402
+24
488
$311K 0.02%
3,527
489
$309K 0.02%
+17,000
490
$306K 0.02%
1,970
+241
491
$306K 0.02%
7,228
+1,202
492
$306K 0.02%
5,069
-820
493
$305K 0.02%
513
+2
494
$305K 0.02%
6,345
-218
495
$305K 0.02%
13,506
-1,678
496
$301K 0.02%
2,230
-224
497
$299K 0.02%
959
+17
498
$299K 0.02%
2,287
499
$299K 0.02%
5,588
-157
500
$299K 0.02%
+5,699
18 19
20
21 22