WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$348K 0.09%
+225,999
227
$344K 0.09%
+3,156
228
$343K 0.09%
+7,437
229
$343K 0.09%
+3,087
230
$342K 0.09%
+26,144
231
$338K 0.09%
+2,772
232
$338K 0.09%
+6,400
233
$337K 0.09%
+880
234
$336K 0.09%
+400
235
$336K 0.09%
+2,418
236
$333K 0.09%
+6,260
237
$331K 0.09%
+16,320
238
$328K 0.09%
+6,898
239
$325K 0.09%
+3,376
240
$321K 0.09%
+813
241
$320K 0.09%
+6,163
242
$319K 0.09%
+8,983
243
$317K 0.09%
+15,108
244
$315K 0.08%
+11,340
245
$314K 0.08%
+11,717
246
$312K 0.08%
+5,024
247
$311K 0.08%
+10,330
248
$310K 0.08%
+4,512
249
$310K 0.08%
+1,273
250
$310K 0.08%
+42,182
8 9
10
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