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
576
$234K 0.02%
5,575
+192
577
$233K 0.02%
1,686
+1
578
$233K 0.02%
2,757
+52
579
$233K 0.02%
+4,821
580
$232K 0.02%
1,532
581
$232K 0.02%
6,358
-370
582
$232K 0.02%
4,600
+102
583
$232K 0.02%
5,587
-3,171
584
$231K 0.02%
2,002
+4
585
$229K 0.02%
2,023
-21
586
$229K 0.02%
+2,150
587
$229K 0.02%
754
-281
588
$227K 0.02%
5,603
+13
589
$227K 0.02%
2,596
-228
590
$227K 0.02%
761
-450
591
$225K 0.02%
4,802
-300
592
$225K 0.02%
+1,636
593
$224K 0.02%
3,200
-100
594
$224K 0.02%
9,145
-593
595
$222K 0.02%
5,213
-1,057
596
$222K 0.02%
753
-10
597
$221K 0.02%
2,311
-338
598
$221K 0.02%
11,736
599
$220K 0.02%
1,117
600
$220K 0.02%
6,617
-198
22 23
24
25 26