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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.09%
3,324
-95
227
$1.07M 0.09%
6,168
+13
228
$1.06M 0.09%
7,929
-276
229
$1.05M 0.09%
50,000
+25,500
230
$1.05M 0.09%
14,840
+5,453
231
$1.04M 0.09%
22,388
+1,005
232
$1.04M 0.09%
3,033
+1,029
233
$1.04M 0.09%
18,652
-11,918
234
$1.03M 0.09%
15,409
+622
235
$1.03M 0.09%
10,692
+652
236
$1.02M 0.09%
16,487
+700
237
$1.02M 0.09%
4,165
+355
238
$1.02M 0.09%
9,782
+1,359
239
$1.01M 0.09%
53,570
+3,370
240
$1.01M 0.09%
52,910
-1,425
241
$1.01M 0.09%
407
-64
242
$1.01M 0.09%
21,563
-4,158
243
$1M 0.09%
3,311
+28
244
$1M 0.09%
12,966
-385
245
$992K 0.08%
19,519
-1,252
246
$991K 0.08%
29,133
-3,457
247
$989K 0.08%
10,489
-2,222
248
$989K 0.08%
2,022
+651
249
$987K 0.08%
44,525
-859
250
$980K 0.08%
19,548
-25,640
8 9
10
11 12