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
626
$203K 0.02%
3,979
-115
627
$202K 0.02%
+1,010
628
$201K 0.01%
4,174
-1,770
629
$199K 0.01%
11,788
630
$196K 0.01%
+10,456
631
$195K 0.01%
10,410
-1,228
632
$187K 0.01%
10,135
-5,857
633
$187K 0.01%
16,505
634
$184K 0.01%
12,609
635
$174K 0.01%
15,049
636
$167K 0.01%
26,252
-3,000
637
$167K 0.01%
10,231
-3,366
638
$166K 0.01%
17,077
+190
639
$146K 0.01%
10,800
640
$79.2K 0.01%
21,530
641
$76.1K 0.01%
23,413
642
$74.1K 0.01%
10,520
-750
643
$62.5K ﹤0.01%
37,888
644
$59.4K ﹤0.01%
+13,850
645
$25K ﹤0.01%
23,120
-1,000
646
$22K ﹤0.01%
729
-66
647
$15.9K ﹤0.01%
12,500
648
$9.01K ﹤0.01%
655
649
$8.18K ﹤0.01%
667
650
$7.89K ﹤0.01%
10,027
24 25
26
27 28