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Home > Institutional Investor > Western Wealth Management, Llc > Profile

Instuitional Investor - Western Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Western Wealth Management, Llc
Portfolio Value $333,053,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 58,227 $14,581,145 4.37%
2.
Berkshire Hathaway Inc
 BRK.A 18 $12,256,560 3.68%
3.
Microsoft Corp
 MSFT 19,831 $8,358,696 2.5%
4.
Schwab Strategic Trust
 FNDF 286,500 $7,984,767 2.39%
5.
Nvidia Corp
 NVDA 51,421 $6,905,301 2.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)