Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTERN WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 694 | 1,387,526,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 201 | $1,546,400 | 9,800 | 0.00 | 0.00 | 1,021 | 11.63 | 12-31-2023 |
| SKYWORKS SOLUTIONS INC | COM | 202 | $1,544,120 | 13,735 | 0.00 | 0.00 | 1,454 | 11.84 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 203 | $1,541,496 | 6,626 | 0.00 | 0.00 | 1,203 | 22.18 | 12-31-2023 |
| ISHARES TR | S&P SML 600 GWT | 204 | $1,538,925 | 12,298 | 0.00 | 0.00 | 8,257 | 204.33 | 12-31-2023 |
