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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$586K 0.09%
23,349
+50
227
$578K 0.08%
3,173
-544
228
$576K 0.08%
8,974
-33
229
$574K 0.08%
7,874
-1,694
230
$571K 0.08%
14,820
-1,181
231
$565K 0.08%
21,175
+11,216
232
$564K 0.08%
16,215
+1,602
233
$560K 0.08%
6,006
+1,050
234
$552K 0.08%
16,751
+201
235
$549K 0.08%
31,740
+297
236
$547K 0.08%
33,369
+14,416
237
$539K 0.08%
6,544
+664
238
$534K 0.08%
14,834
-70
239
$534K 0.08%
5,930
+1,776
240
$530K 0.08%
8,574
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241
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7,657
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242
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17,483
-2,754
243
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8,747
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244
$521K 0.08%
2,460
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245
$517K 0.08%
3,639
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246
$517K 0.08%
10,114
+209
247
$514K 0.08%
713
-406
248
$513K 0.08%
7,631
+478
249
$513K 0.08%
8,356
+786
250
$512K 0.08%
6,144
-2,791
8 9
10
11 12