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WWM
Western Wealth Management Portfolio holdings
AUM
$2.63B
1-Year Est. Return
21.3%
This Fund
S&P 500
This Quarter
Est. Return
-11.87%
1 Year Est. Return
+21.3%
3 Year Est. Return
+70.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$372M
AUM Growth
–
Cap. Flow
+$398M
Cap. Flow
% of AUM
107.07%
Top 10 Holdings %
Top 10 Hldgs %
26.19%
Holding
350
New
350
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$14.3M |
| 2 |
Apple
AAPL
|
+$14.1M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$11.5M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$11.1M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$10.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 8.06% |
| 2 | Consumer Discretionary | 6.1% |
| 3 | Technology | 6% |
| 4 | Communication Services | 4.88% |
| 5 | Healthcare | 3.94% |
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Western Wealth Management's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Western Wealth Management, which disclosed 350 positions worth $372M. Its ten largest holdings account for 26% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 68,281 shares worth $13.9M.
By sector, the portfolio is most concentrated in Financials at 8.1% of assets, followed by Consumer Discretionary and Technology.
- Western Wealth Management's largest Q4 2018 buy was Berkshire Hathaway Class B: 68,281 shares worth $13.9M.
- Western Wealth Management's ten largest holdings make up 26% of its $372M portfolio in Q4 2018.
- Western Wealth Management disclosed 350 positions in Q4 2018, its first 13F filing on record.
Based on Western Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.