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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.08%
+1,919
252
$307K 0.08%
+6,068
253
$306K 0.08%
+6,408
254
$305K 0.08%
+8,380
255
$294K 0.08%
+16,000
256
$294K 0.08%
+9,089
257
$293K 0.08%
+4,231
258
$292K 0.08%
+11,871
259
$281K 0.08%
+2,026
260
$277K 0.07%
+36,774
261
$277K 0.07%
+1,849
262
$275K 0.07%
+17,627
263
$272K 0.07%
+1,229
264
$270K 0.07%
+6,076
265
$270K 0.07%
+4,033
266
$269K 0.07%
+9,277
267
$267K 0.07%
+10,888
268
$267K 0.07%
+9,268
269
$267K 0.07%
+15,011
270
$267K 0.07%
+4,220
271
$264K 0.07%
+4,402
272
$263K 0.07%
+19,326
273
$262K 0.07%
+5,464
274
$261K 0.07%
+5,555
275
$260K 0.07%
+2,163
9 10
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