Loading...
Docoh

Western Wealth Management

Company profile

Employees
Location
SEC CIK
IRS number
462284939
SEC advisor number
801-107762
FINRA CRD number
283545
AUM ?
$2.64B (as of 28 Mar 22)
Accounts
10,892 (as of 28 Mar 22)
Employees
82 (82 investment advisory or research)
Address
Western Wealth Management
440 INDIANA STREET
GOLDEN
CO 80401
Phone
303-393-2404

Investment data

Data from SEC filings
Top 50 of 782 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$89.07M 646.69K 643.7K +0.5
$55.67M 198.42K 169.78K +16.9
$46.62M 1.14M 1.24M -8.3
$36.33M 910.03K 653.03K +39.4
$36.31M 140.72K 140.89K -0.1
$28.69M 410.11K 296.23K +38.4
$28.53M 75.47K 81.71K -7.6
$27.6M 457.33K 483.98K -5.5
Vanguard Specialized Funds
$27.34M 190.59K 187.98K +1.4
$27.07M 99.08K 91.63K +8.1
$25.79M 67.91K 68.98K -1.5
$24.37M 228.8K 12.7K +1701.7
$20.14M 89K 93.99K -5.3
$19.67M 103.98K 106.04K -1.9
$17.78M 400.9K 422.59K -5.1
$16.86M 457.72K 438.88K +4.3
$16.83M 7.67K 7.79K -1.6
$16M 124.73K 122.14K +2.1
$15.61M 22.87K 22.14K +3.3
First TR Exch Traded FD III
$13.43M 779.6K 580.91K +34.2
$12.81M 93.15K 94.47K -1.4
First TR SML CP Core Alpha F
$11.7M 152.48K 155.61K -2.0
$11.51M 23.87K 23.35K +2.2
$11.02M 55.66K 58.77K -5.3
First TR Value Line Divid In
$10.72M 276.15K 271.09K +1.9
$10.58M 91.83K 92.44K -0.7
$10.44M 58.75K 55.06K +6.7
$10.25M 382.92K 538.41K -28.9
$10.09M 85.02K 68.33K +24.4
$9.97M 244.29K 185.45K +31.7
$9.93M 138.89K 102.1K +36.0
$9.92M 189.73K 190.89K -0.6
$9.41M 73.93K 83.02K -10.9
$9.36M 196.19K 206.39K -4.9
$9.23M 182.1K 180.79K +0.7
$9.06M 227.92K 216.46K +5.3
$8.63M 93.4K 105.39K -11.4
$8.54M 30.91K 30.75K +0.5
$8.51M 56.05K 67.99K -17.6
$8.5M 55.51K 56.63K -2.0
$8.21M 117.06K 102.9K +13.8
$8.01M 19 19 0
$7.83M 124.42K 124.02K +0.3
$7.73M 3.5K 3.08K +13.6
$7.52M 14.61K 13.17K +10.9
$7.39M 15.14K 15.42K -1.8
$7.25M 103.32K 110.51K -6.5
$7.23M 174.06K 170.54K +2.1
$7.08M 21.66K 36.68K -41.0
$7.04M 106.34K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Oct 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings