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
$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
State Street 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
101
$2.26M 0.23%
3,847
+69
102
$2.22M 0.23%
14,001
+3,018
103
$2.2M 0.23%
18,930
+5,934
104
$2.16M 0.22%
18,076
+3,284
105
$2.16M 0.22%
14,013
+134
106
$2.11M 0.22%
27,145
+5,236
107
$2.03M 0.21%
39,392
-81
108
$2.03M 0.21%
51,541
+1,160
109
$2.03M 0.21%
13,934
+10,585
110
$2.02M 0.21%
79,794
+729
111
$2.01M 0.21%
19,679
+5,014
112
$2.01M 0.21%
7,177
-393
113
$1.99M 0.2%
27,246
+9,586
114
$1.99M 0.2%
+6,943
115
$1.98M 0.2%
22,107
+2,389
116
$1.97M 0.2%
16,095
+417
117
$1.95M 0.2%
6,750
+1,634
118
$1.91M 0.2%
31,431
+2,619
119
$1.89M 0.19%
2,171
+1,494
120
$1.88M 0.19%
32,830
+3,845
121
$1.86M 0.19%
42,643
+2,754
122
$1.85M 0.19%
71,849
+29,146
123
$1.83M 0.19%
18,548
+15,343
124
$1.8M 0.19%
7,421
-772
125
$1.77M 0.18%
8,100
+3,920
3 4
5
6 7