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
76
$3.57M 0.26%
20,797
+539
77
$3.56M 0.26%
27,922
-752
78
$3.48M 0.26%
54,758
+365
79
$3.42M 0.25%
50,553
+1,914
80
$3.41M 0.25%
21,774
+766
81
$3.25M 0.24%
81,715
-72
82
$3.24M 0.24%
16,251
+2,662
83
$3.23M 0.24%
37,711
+2,070
84
$3.22M 0.24%
19,857
+597
85
$3.1M 0.23%
43,050
+207
86
$3.1M 0.23%
4,593
+361
87
$3.04M 0.23%
7,946
+1,970
88
$3.03M 0.22%
141,540
-4,200
89
$3.03M 0.22%
7,735
-351
90
$3.02M 0.22%
32,949
+5,565
91
$3.01M 0.22%
92,405
+11,830
92
$2.88M 0.21%
57,288
-7,947
93
$2.82M 0.21%
22,796
-139
94
$2.8M 0.21%
+90,656
95
$2.8M 0.21%
74,377
+3,861
96
$2.8M 0.21%
43,922
-740
97
$2.79M 0.21%
84,964
98
$2.79M 0.21%
10,858
+771
99
$2.77M 0.21%
11,092
-220
100
$2.71M 0.2%
24,628
+256
2 3
4
5 6