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
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.57M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.03M 0.08%
4,365
-221
227
$1.03M 0.08%
26,624
228
$1.02M 0.08%
6,325
+701
229
$1.02M 0.08%
16,703
+256
230
$1.02M 0.08%
9,446
-4,680
231
$1.01M 0.08%
52,381
-1,968
232
$998K 0.08%
5,227
-2,879
233
$998K 0.08%
6,851
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234
$989K 0.08%
66,597
-10,765
235
$977K 0.08%
9,540
-3,346
236
$972K 0.08%
15,256
-398
237
$954K 0.07%
124,561
238
$951K 0.07%
16,786
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239
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240
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8,905
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247
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18,524
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248
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27,405
-19,526
249
$872K 0.07%
15,000
-1,950
250
$861K 0.07%
4,179
+137
8 9
10
11 12