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
$480M
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.43M
3
+$1.35M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.2M
5
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M

Top Sells

1
+$25.9M
2
+$22.7M
3
+$21.7M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$19M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.8M

Sector Composition

1 Financials 7.06%
2 Technology 6.72%
3 Consumer Discretionary 5.81%
4 Communication Services 4.66%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$381K 0.08%
2,973
+8
252
$380K 0.08%
8,520
+620
253
$375K 0.08%
15,108
254
$375K 0.08%
2,295
+87
255
$371K 0.08%
5,186
+278
256
$367K 0.08%
5,969
-274,917
257
$366K 0.08%
9,093
-93
258
$363K 0.08%
6,027
-187
259
$357K 0.07%
3,978
-598
260
$355K 0.07%
11,988
+65
261
$354K 0.07%
2,804
-48
262
$352K 0.07%
18,918
+1,291
263
$348K 0.07%
6,939
+1,313
264
$348K 0.07%
7,581
-16,967
265
$342K 0.07%
4,152
266
$342K 0.07%
10,268
267
$341K 0.07%
12,908
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268
$340K 0.07%
9,916
-7,293
269
$335K 0.07%
1,732
-23
270
$331K 0.07%
+2,080
271
$331K 0.07%
5,543
+1,684
272
$329K 0.07%
3,689
+237
273
$325K 0.07%
1,690
-40
274
$324K 0.07%
+2,511
275
$323K 0.07%
5,847
+294
9 10
11
12 13