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
551
$240K 0.02%
+16,287
552
$240K 0.02%
6,586
-1,000
553
$238K 0.02%
2,333
-317
554
$237K 0.02%
795
+51
555
$237K 0.02%
+6,508
556
$236K 0.02%
+2,394
557
$235K 0.02%
1,413
558
$233K 0.02%
4,466
-2,071
559
$233K 0.02%
+2,108
560
$233K 0.02%
2,730
-224
561
$233K 0.02%
+230
562
$232K 0.02%
+8,788
563
$230K 0.02%
3,607
+3
564
$229K 0.02%
4,136
+18
565
$229K 0.02%
2,920
-160
566
$229K 0.02%
9,037
+12
567
$228K 0.02%
+2,493
568
$228K 0.02%
+4,682
569
$227K 0.02%
+2,176
570
$227K 0.02%
+15,106
571
$226K 0.02%
7,690
572
$225K 0.02%
+1,587
573
$223K 0.02%
3,196
574
$222K 0.02%
2,155
+2
575
$222K 0.02%
2,946
-588
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