WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
-15.24%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$436M
AUM Growth
-$224M
(-34%)
Cap. Flow
-$114M
Cap. Flow
% of AUM
-26.05%
Top 10 Holdings %
Top 10 Hldgs %
28.21%
Holding
431
New
33
Increased
183
Reduced
135
Closed
60
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$11.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.48M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$2.18M |
| 4 |
SPDR S&P 1500 Momentum Tilt ETF
MMTM
|
+$1.72M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.68M |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$11.7M |
| 2 |
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
|
+$10.3M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$9.31M |
| 4 |
AT&T
T
|
+$8.27M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$8.26M |
Sector Composition
| 1 | Technology | 8.55% |
| 2 | Financials | 6.2% |
| 3 | Consumer Discretionary | 5.74% |
| 4 | Communication Services | 4.84% |
| 5 | Healthcare | 4.25% |
