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
551
$251K 0.02%
4,549
-46
552
$250K 0.02%
3,464
-257
553
$249K 0.02%
10,825
554
$249K 0.02%
3,285
+271
555
$248K 0.02%
3,239
556
$247K 0.02%
2,875
+300
557
$247K 0.02%
20,382
-1,123
558
$246K 0.02%
+9,160
559
$245K 0.02%
2,027
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560
$243K 0.02%
10,144
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561
$242K 0.02%
1,090
-5
562
$242K 0.02%
3,729
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563
$241K 0.02%
+3,453
564
$241K 0.02%
2,301
+2
565
$241K 0.02%
+2,694
566
$240K 0.02%
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567
$239K 0.02%
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569
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145
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570
$238K 0.02%
11,378
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571
$237K 0.02%
10,626
-36
572
$237K 0.02%
4,210
-3,143
573
$237K 0.02%
6,965
-1,452
574
$236K 0.02%
+1,231
575
$235K 0.02%
1,528
+17
21 22
23
24 25