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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$499K 0.09%
4,928
-2,820
227
$498K 0.09%
7,959
+942
228
$498K 0.09%
10,182
+894
229
$497K 0.09%
+9,904
230
$495K 0.09%
+9,434
231
$493K 0.09%
1,605
-78
232
$491K 0.09%
6,216
+824
233
$491K 0.09%
19,169
-1
234
$489K 0.09%
3,290
+105
235
$485K 0.09%
6,048
-79
236
$479K 0.09%
3,740
+410
237
$475K 0.09%
9,149
-544
238
$474K 0.09%
7,772
-1,644
239
$474K 0.09%
8,075
+3,628
240
$473K 0.09%
35,848
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241
$470K 0.09%
7,789
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242
$467K 0.08%
18,010
-2,800
243
$463K 0.08%
11,089
+143
244
$458K 0.08%
4,475
-800
245
$456K 0.08%
+14,835
246
$451K 0.08%
400
-4
247
$443K 0.08%
31,675
-709
248
$440K 0.08%
15,479
+2,666
249
$436K 0.08%
15,502
250
$428K 0.08%
7,844
+64
8 9
10
11 12