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
176
$1.41M 0.1%
27,889
+3,080
177
$1.4M 0.1%
15,263
-5,014
178
$1.39M 0.1%
49,120
-13,105
179
$1.35M 0.1%
29,644
+507
180
$1.34M 0.1%
31,128
-1,447
181
$1.33M 0.1%
13,018
+825
182
$1.33M 0.1%
17,052
-1,150
183
$1.32M 0.1%
17,950
-294
184
$1.31M 0.1%
5,306
+1,192
185
$1.31M 0.1%
12,589
+178
186
$1.31M 0.1%
54,619
-5,340
187
$1.3M 0.1%
58,496
+28,338
188
$1.29M 0.1%
56,131
-9,200
189
$1.28M 0.1%
16,034
-3,918
190
$1.28M 0.09%
23,822
-2,019
191
$1.27M 0.09%
18,728
+506
192
$1.25M 0.09%
5,859
-307
193
$1.23M 0.09%
2,434
+158
194
$1.23M 0.09%
3,820
-26
195
$1.22M 0.09%
29,199
-823
196
$1.22M 0.09%
7,408
-1,033
197
$1.21M 0.09%
36,127
+295
198
$1.21M 0.09%
12,636
-440
199
$1.2M 0.09%
30,014
+463
200
$1.19M 0.09%
20,748
+1,309
6 7
8
9 10