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
501
$298K 0.02%
4,688
+1
502
$296K 0.02%
6,265
-289
503
$295K 0.02%
13,000
504
$295K 0.02%
2,844
505
$295K 0.02%
1,146
+1
506
$295K 0.02%
24,566
+3,575
507
$294K 0.02%
8,236
+51
508
$293K 0.02%
7,102
+40
509
$291K 0.02%
14,664
+226
510
$290K 0.02%
3,077
+238
511
$289K 0.02%
+9,972
512
$289K 0.02%
12,086
-6,665
513
$288K 0.02%
9,748
514
$287K 0.02%
16,009
-2,234
515
$286K 0.02%
2,539
+35
516
$286K 0.02%
5,571
-25
517
$283K 0.02%
+1,732
518
$281K 0.02%
+2,895
519
$280K 0.02%
15,659
-150
520
$279K 0.02%
3,107
-500
521
$278K 0.02%
1,114
-115
522
$278K 0.02%
14,137
-725
523
$277K 0.02%
7,003
-315
524
$274K 0.02%
2,955
-995
525
$274K 0.02%
5,188
-1,416
19 20
21
22 23