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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$835K 0.08%
+8,497
227
$831K 0.08%
+11,593
228
$830K 0.08%
+9,567
229
$829K 0.08%
+16,876
230
$829K 0.08%
+8,773
231
$813K 0.08%
+17,031
232
$813K 0.08%
+1,739
233
$812K 0.08%
+2,282
234
$811K 0.08%
+24,073
235
$811K 0.08%
+7,104
236
$806K 0.08%
+6,502
237
$803K 0.08%
+11,863
238
$801K 0.08%
+14,770
239
$801K 0.08%
+10,737
240
$799K 0.08%
+37,872
241
$794K 0.08%
+19,043
242
$793K 0.08%
+5,847
243
$781K 0.08%
+15,124
244
$780K 0.08%
+24,863
245
$775K 0.08%
+16,168
246
$763K 0.08%
+3,681
247
$759K 0.07%
+7,230
248
$754K 0.07%
+13,661
249
$753K 0.07%
+2,907
250
$749K 0.07%
+6,849
8 9
10
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