Kara Lynn Jett

@Western Wealth Management, Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$1.754B

Total holdings745

Assets growth rate30.01%

Assets growth rate (2-Q avg)17.45%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Western Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 745 positions.

Assets under management

The assets under management (AUM) of Western Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.754B in assets, with a quarterly growth rate of 30.01% and a 2-quarter average growth rate of 17.45%. The portfolio is managed by Kara Lynn Jett, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TBILRbb Fd Inc Recent Activity New Position	0.1%	$1.739M 34,747 shares@ $50.04 avg price	New Position
PAYXPaychex Inc Recent Activity New Position	0.1%	$1.728M 12,876 shares@ $134.2 avg price	New Position
SHYGIshares Tr Recent Activity New Position	0.1%	$1.679M 38,668 shares@ $43.42 avg price	New Position
FYLDCambria Etf Tr Recent Activity New Position	0.1%	$1.602M 57,539 shares@ $27.85 avg price	New Position
EYLDCambria Etf Tr Recent Activity New Position	0.09%	$1.57M 45,382 shares@ $34.61 avg price	New Position
RPMRpm Intl Inc Recent Activity New Position	0.09%	$1.472M 12,165 shares@ $121.0 avg price	New Position
SWKSSkyworks Solutions Inc Recent Activity New Position	0.08%	$1.353M 13,695 shares@ $98.78 avg price	New Position
CMICummins Inc Recent Activity New Position	0.08%	$1.342M 4,146 shares@ $323.77 avg price	New Position
IPGInterpublic Group Cos Inc Recent Activity New Position	0.08%	$1.312M 41,474 shares@ $31.64 avg price	New Position
RJFRaymond James Finl Inc Recent Activity New Position	0.08%	$1.303M 10,637 shares@ $122.47 avg price	New Position