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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.19M 0.08%
3,817
+301
227
$1.18M 0.08%
12,005
-594
228
$1.14M 0.08%
5,143
-128
229
$1.13M 0.08%
30,265
+3,222
230
$1.13M 0.08%
4,381
-335
231
$1.13M 0.07%
43,624
+1,825
232
$1.12M 0.07%
293
-63
233
$1.1M 0.07%
2,959
+1,164
234
$1.1M 0.07%
3,603
+754
235
$1.09M 0.07%
15,611
-2,236
236
$1.09M 0.07%
11,009
-2,935
237
$1.07M 0.07%
14,662
+7,461
238
$1.06M 0.07%
41,622
-5,203
239
$1.06M 0.07%
44,707
-2,004
240
$1.06M 0.07%
48,275
-16,000
241
$1.05M 0.07%
10,311
-117
242
$1.05M 0.07%
8,601
-510
243
$1.05M 0.07%
26,984
-356
244
$1.05M 0.07%
40,945
+630
245
$1.02M 0.07%
4,171
-36
246
$1.02M 0.07%
19,620
-202
247
$1.01M 0.07%
12,376
-1,356
248
$1.01M 0.07%
20,139
249
$1M 0.07%
14,171
-725
250
$998K 0.07%
8,354
-207
8 9
10
11 12