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
$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
51
$4.86M 0.36%
66,895
+2,255
52
$4.86M 0.36%
27,736
-3,964
53
$4.8M 0.36%
39,136
-5,167
54
$4.79M 0.36%
22,283
+177
55
$4.72M 0.35%
44,243
-1,806
56
$4.7M 0.35%
10,663
+408
57
$4.54M 0.34%
110,477
+998
58
$4.51M 0.33%
52,016
-39,698
59
$4.5M 0.33%
12,045
-34
60
$4.48M 0.33%
26,220
-1,984
61
$4.43M 0.33%
137,383
-2,517
62
$4.31M 0.32%
8,465
+179
63
$4.31M 0.32%
16,897
-2,411
64
$4.24M 0.31%
88,257
+8,549
65
$4.24M 0.31%
60,255
-810
66
$4.07M 0.3%
157,020
+4,533
67
$4.02M 0.3%
47,934
-43
68
$3.94M 0.29%
102,604
+3,567
69
$3.93M 0.29%
11,406
-2,011
70
$3.89M 0.29%
31,900
+2,486
71
$3.8M 0.28%
176,232
+33,015
72
$3.76M 0.28%
71,683
+3,160
73
$3.75M 0.28%
31,582
-879
74
$3.61M 0.27%
20,767
+567
75
$3.6M 0.27%
37,121
+689
1 2
3
4 5