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
$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
151
$1.66M 0.12%
2,843
-765
152
$1.63M 0.12%
+23,886
153
$1.62M 0.12%
17,290
+2,046
154
$1.6M 0.12%
21,347
+714
155
$1.59M 0.12%
9,404
-1,086
156
$1.58M 0.12%
15,933
+1,089
157
$1.58M 0.12%
2,005
+374
158
$1.58M 0.12%
62,209
+1,610
159
$1.57M 0.12%
6,502
+1,424
160
$1.56M 0.12%
7,282
+229
161
$1.55M 0.11%
6,206
+338
162
$1.52M 0.11%
72,372
-11,157
163
$1.5M 0.11%
13,694
+548
164
$1.46M 0.11%
15,047
-132
165
$1.45M 0.11%
4,611
-1,252
166
$1.44M 0.11%
36,311
+607
167
$1.43M 0.11%
18,626
+941
168
$1.43M 0.11%
4,301
+296
169
$1.43M 0.11%
76,150
-12,844
170
$1.43M 0.11%
9,455
-36
171
$1.43M 0.11%
15,996
+276
172
$1.43M 0.11%
63,500
+9,000
173
$1.42M 0.11%
7,816
-2,141
174
$1.41M 0.1%
6,628
+51
175
$1.41M 0.1%
3,165
+107
5 6
7
8 9