Long-term investor
Western Wealth Management, LLC @westernwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767902).
Record
- Tracked since 2025-06-30 (434 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months +8.3% · 1 year +16.4% · all +16.4%
- Max drawdown -3.0% · Sharpe 0.88 · win rate 2% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.4% · long · since 2025-06-30
- 46090E103 · 3.0% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- QQQM · 2.5% · long · since 2025-06-30
- SPYM · 2.1% · long · since 2025-06-30
- CGDV · 1.8% · long · since 2025-06-30
- SPY · 1.5% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30
- SPYG · 1.4% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
- BRK-B · 1.3% · long · since 2025-06-30
- GOOGL · 1.2% · long · since 2025-06-30