WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
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
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
51
$3.81M 0.39%
22,045
+2,953
52
$3.77M 0.39%
70,004
+8,538
53
$3.75M 0.39%
94,886
+31,325
54
$3.69M 0.38%
24,425
+266
55
$3.69M 0.38%
78,289
+36,537
56
$3.67M 0.38%
37,242
+358
57
$3.63M 0.37%
60,483
-12,946
58
$3.53M 0.36%
12,112
+659
59
$3.45M 0.35%
14,129
+1,974
60
$3.4M 0.35%
9,307
-69
61
$3.39M 0.35%
35,492
-1,092
62
$3.36M 0.35%
45,030
+24,624
63
$3.34M 0.34%
14,469
+1,279
64
$3.29M 0.34%
29,172
+11,255
65
$3.24M 0.33%
11,314
+1,754
66
$3.19M 0.33%
38,143
+10,534
67
$3.16M 0.33%
5,005
-71
68
$3.06M 0.31%
23,399
+5,528
69
$3.05M 0.31%
7,622
+3,091
70
$2.98M 0.31%
31,397
+9,794
71
$2.95M 0.3%
23,380
+6,680
72
$2.93M 0.3%
27,929
+11,651
73
$2.92M 0.3%
55,009
+29,519
74
$2.88M 0.3%
50,388
+21,136
75
$2.86M 0.29%
165,048
+18,384
1 2
3
4 5