WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
-11.86%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$372M
AUM Growth
–
Cap. Flow
+$372M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.2%
Holding
343
New
343
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$13.9M |
| 2 |
Apple
AAPL
|
$11.5M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$10.7M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$10.2M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 8.07% |
| 2 | Consumer Discretionary | 6.1% |
| 3 | Technology | 6.01% |
| 4 | Communication Services | 4.88% |
| 5 | Healthcare | 3.94% |
