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
526
$271K 0.02%
9,849
-289
527
$269K 0.02%
4,329
528
$269K 0.02%
8,826
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529
$268K 0.02%
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$267K 0.02%
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531
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$266K 0.02%
3,415
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533
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534
$262K 0.02%
5,414
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535
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536
$259K 0.02%
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537
$258K 0.02%
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538
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9,301
-54
539
$257K 0.02%
13,469
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540
$256K 0.02%
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541
$256K 0.02%
31,367
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$256K 0.02%
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$255K 0.02%
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545
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3,710
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546
$253K 0.02%
3,242
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$252K 0.02%
818
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548
$251K 0.02%
4,075
-1,686
549
$251K 0.02%
973
-113
550
$251K 0.02%
4,700
20 21
22
23 24