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
526
$267K 0.03%
4,971
+1
527
$267K 0.03%
9,060
+322
528
$265K 0.03%
1,543
-300
529
$264K 0.03%
899
+101
530
$263K 0.03%
+8,663
531
$263K 0.03%
+3,228
532
$263K 0.03%
8,694
+594
533
$261K 0.03%
+4,845
534
$261K 0.03%
4,714
+210
535
$259K 0.03%
1,677
+328
536
$259K 0.03%
3,020
+157
537
$257K 0.03%
+4,619
538
$256K 0.03%
6,969
+1,277
539
$256K 0.03%
+7,319
540
$256K 0.03%
+8,084
541
$255K 0.03%
8,731
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542
$252K 0.03%
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543
$252K 0.03%
1,616
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544
$251K 0.03%
+1,638
545
$250K 0.03%
7,719
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546
$250K 0.03%
+3,889
547
$249K 0.03%
+3,400
548
$246K 0.03%
774
+11
549
$245K 0.03%
2,468
+120
550
$243K 0.03%
+9,701
20 21
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