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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$381K 0.09%
5,761
+2,147
227
$379K 0.09%
+2,639
228
$378K 0.09%
10,850
+5,538
229
$376K 0.09%
16,963
230
$374K 0.09%
4,349
+66
231
$372K 0.09%
6,162
+1,007
232
$369K 0.08%
2,449
+1,044
233
$366K 0.08%
7,780
-3,848
234
$365K 0.08%
3,234
+1,335
235
$365K 0.08%
11,932
+4,956
236
$364K 0.08%
7,017
+1,847
237
$362K 0.08%
18,400
-835
238
$362K 0.08%
2,703
+1,229
239
$360K 0.08%
20,337
-1,426
240
$357K 0.08%
1,122
+199
241
$351K 0.08%
3,794
+1,770
242
$347K 0.08%
16,415
-3,262
243
$345K 0.08%
13,420
244
$343K 0.08%
404
+4
245
$343K 0.08%
4,382
+230
246
$340K 0.08%
20,096
+435
247
$337K 0.08%
9,288
248
$333K 0.08%
6,882
+2,366
249
$332K 0.08%
5,489
-413
250
$330K 0.08%
5,392
-360
8 9
10
11 12