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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
BRBroadridge Finl Solutions In
Recent Activity
New Position
0.08%
$1.27M
5,907 shares@ $215.04 avg price
KEYKeycorp
Recent Activity
New Position
0.07%
$1.227M
73,271 shares@ $16.75 avg price
MKCMccormick & Co Inc
Recent Activity
New Position
0.07%
$1.195M
14,524 shares@ $82.3 avg price
SSNCSs&c Technologies Hldgs Inc
Recent Activity
New Position
0.07%
$1.179M
15,894 shares@ $74.21 avg price
TSCOTractor Supply Co
Recent Activity
New Position
0.07%
$1.175M
4,037 shares@ $290.95 avg price
WSMWilliams Sonoma Inc
Recent Activity
New Position
0.07%
$1.156M
7,461 shares@ $154.93 avg price
WTVWisdomtree Tr
Recent Activity
New Position
0.07%
$1.082M
13,523 shares@ $80.01 avg price
DGRSWisdomtree Tr
Recent Activity
New Position
0.07%
$1.079M
20,936 shares@ $51.54 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.07%
$1.074M
43,890 shares@ $24.46 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
New Position
0.06%
$1.035M
22,303 shares@ $46.4 avg price