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
576
$222K 0.02%
4,018
-240
577
$221K 0.02%
+3,360
578
$221K 0.02%
19,236
+6,900
579
$221K 0.02%
+9,669
580
$220K 0.02%
+6,552
581
$220K 0.02%
2,758
-2,623
582
$219K 0.02%
3,985
-1,986
583
$218K 0.02%
+13,865
584
$218K 0.02%
+320
585
$218K 0.02%
+3,720
586
$217K 0.02%
+3,100
587
$216K 0.02%
+2,465
588
$213K 0.02%
+11,625
589
$212K 0.02%
1,883
-125
590
$211K 0.02%
+133
591
$210K 0.02%
9,026
-1,116
592
$210K 0.02%
+3,913
593
$209K 0.02%
+3,462
594
$209K 0.02%
+1,582
595
$208K 0.02%
+1,413
596
$208K 0.02%
+2,983
597
$206K 0.02%
+2,662
598
$204K 0.02%
1,255
-282
599
$203K 0.02%
+9,435
600
$203K 0.02%
+2,962
22 23
24
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