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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SCHVSchwab Strategic Tr
| 0.03% | $512,789 6,381 shares@ $80.37 avg price | New Position |
JEFJefferies Finl Group Inc
| 0.03% | $503,724 8,184 shares@ $61.55 avg price | New Position |
GTOInvesco Actively Managed Exc
| 0.03% | $495,419 10,257 shares@ $48.31 avg price | New Position |
VRTXVertex Pharmaceuticals Inc
| 0.03% | $489,264 1,052 shares@ $465.08 avg price | New Position |
FBCGFidelity Covington Trust
| 0.03% | $474,623 11,097 shares@ $42.78 avg price | New Position |
NAZNuveen Arizona Qlty Mun Inc
| 0.03% | $471,490 39,889 shares@ $11.83 avg price | New Position |
VGSHVanguard Scottsdale Fds
| 0.03% | $470,571 7,973 shares@ $59.03 avg price | New Position |
FYCFirst Tr Exchange-traded Alp
| 0.03% | $440,860 5,928 shares@ $74.37 avg price | New Position |
FTNTFortinet Inc
| 0.03% | $410,472 5,293 shares@ $77.55 avg price | New Position |
NFLTEtfis Ser Tr I
| 0.03% | $392,160 17,006 shares@ $23.07 avg price | New Position |