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
201
$1.19M 0.09%
11,825
+9
202
$1.17M 0.09%
46,449
+33,972
203
$1.17M 0.09%
5,378
+267
204
$1.17M 0.09%
10,267
+57
205
$1.17M 0.09%
5,626
+226
206
$1.15M 0.08%
8,368
+471
207
$1.15M 0.08%
6,278
-191
208
$1.14M 0.08%
26,249
+2,078
209
$1.14M 0.08%
3,638
-1,565
210
$1.13M 0.08%
7,180
+329
211
$1.13M 0.08%
12,293
-477
212
$1.12M 0.08%
69,342
+1,427
213
$1.09M 0.08%
6,251
-74
214
$1.09M 0.08%
10,340
215
$1.09M 0.08%
2,233
-38
216
$1.08M 0.08%
1,369
-89
217
$1.07M 0.08%
10,068
+622
218
$1.07M 0.08%
20,964
-1,395
219
$1.07M 0.08%
361
+1
220
$1.05M 0.08%
15,469
-986
221
$1.04M 0.08%
7,570
+1,300
222
$1.04M 0.08%
13,527
+2
223
$1.04M 0.08%
7,855
+666
224
$1.03M 0.08%
21,731
-200
225
$1.03M 0.08%
13,259
+422
7 8
9
10 11