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
101
$2.7M 0.2%
6,152
-11
102
$2.68M 0.2%
41,331
+313
103
$2.68M 0.2%
22,130
-936
104
$2.67M 0.2%
34,096
+10,091
105
$2.63M 0.19%
10,071
+424
106
$2.61M 0.19%
31,529
-1,045
107
$2.58M 0.19%
14,759
+234
108
$2.57M 0.19%
16,040
-386
109
$2.56M 0.19%
100,785
-706
110
$2.49M 0.18%
48,849
-569
111
$2.48M 0.18%
16,967
+114
112
$2.45M 0.18%
16,305
+12,126
113
$2.4M 0.18%
11,811
-1,067
114
$2.37M 0.18%
20,021
+43
115
$2.36M 0.17%
40,964
+766
116
$2.36M 0.17%
20,604
+206
117
$2.35M 0.17%
23,646
-421
118
$2.32M 0.17%
42,534
+9,486
119
$2.3M 0.17%
11,801
-1,221
120
$2.29M 0.17%
55,592
+779
121
$2.27M 0.17%
17,844
-882
122
$2.26M 0.17%
42,673
+6,745
123
$2.21M 0.16%
9,080
-92
124
$2.19M 0.16%
30,983
-183
125
$2.19M 0.16%
59,127
-10,237
3 4
5
6 7