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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$516K 0.08%
2,675
-3,019
227
$515K 0.08%
2,885
+918
228
$514K 0.08%
10,293
-5,188
229
$512K 0.08%
4,283
-96
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$510K 0.08%
17,077
-365
231
$506K 0.08%
14,262
-272
232
$495K 0.08%
19,661
+1,000
233
$488K 0.07%
21,763
+832
234
$486K 0.07%
5,155
-3
235
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2,278
-1,113
236
$483K 0.07%
26,144
237
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400
238
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4,141
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239
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15,034
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240
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7,897
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241
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244
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245
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18,367
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246
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16,886
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247
$449K 0.07%
11,360
+2,597
248
$439K 0.07%
20,000
249
$439K 0.07%
+5,752
250
$438K 0.07%
2,966
-1,179
8 9
10
11 12