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
$449M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.84M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.78M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.15M

Top Sells

1
+$4.18M
2
+$3.77M
3
+$1.71M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$814K
5
VUG icon
Vanguard Growth ETF
VUG
+$783K

Sector Composition

1 Financials 7.29%
2 Technology 6.28%
3 Consumer Discretionary 6.05%
4 Communication Services 4.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$359K 0.08%
9,029
+2,253
252
$359K 0.08%
2,734
-38
253
$358K 0.08%
4,480
-32
254
$357K 0.08%
2,905
+39
255
$355K 0.08%
3,986
+473
256
$353K 0.08%
+10,127
257
$353K 0.08%
7,332
+434
258
$351K 0.08%
+5,049
259
$350K 0.08%
9,757
+668
260
$347K 0.08%
5,772
+1,165
261
$342K 0.08%
1,809
-598
262
$339K 0.08%
15,108
263
$336K 0.07%
11,919
+202
264
$333K 0.07%
8,658
-325
265
$333K 0.07%
37,726
+952
266
$331K 0.07%
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267
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776
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268
$327K 0.07%
11,873
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269
$325K 0.07%
1,486
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270
$324K 0.07%
10,620
+290
271
$322K 0.07%
11,234
-20,749
272
$321K 0.07%
10,952
+64
273
$321K 0.07%
1,195
-78
274
$316K 0.07%
4,790
+388
275
$316K 0.07%
2,269
+106
9 10
11
12 13