test

Kara Lynn Jett

@Western Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.754BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 10.08%
1.18%
$20.58M
35,678 shares@ $576.82 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 45.12%
1.1%
$19.286M
530,133 shares@ $36.38 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1165.35%
0.96%
$16.678M
96,685 shares@ $172.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.07%
0.91%
$15.863M
95,645 shares@ $165.86 avg price
VTIVanguard Index Fds
Recent Activity
Increased 20.01%
0.89%
$15.607M
55,118 shares@ $283.17 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 16.14%
0.89%
$15.478M
17,460 shares@ $886.5 avg price
VOOVanguard Index Fds
Recent Activity
Increased 60.95%
0.82%
$14.362M
27,218 shares@ $527.67 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 15.45%
0.76%
$13.289M
58,862 shares@ $225.76 avg price
IJHIshares Tr
Recent Activity
Increased 2.2%
0.75%
$12.981M
208,295 shares@ $62.32 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 40.07%
0.74%
$12.819M
154,050 shares@ $83.22 avg price