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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$328K 0.08%
6,249
+1,755
252
$327K 0.08%
13,289
-300
253
$325K 0.07%
3,756
+34
254
$323K 0.07%
11,219
-237
255
$322K 0.07%
5,954
+1,875
256
$319K 0.07%
3,002
+149
257
$317K 0.07%
+2,974
258
$316K 0.07%
5,598
+1,942
259
$316K 0.07%
+2,558
260
$313K 0.07%
4,779
-637
261
$313K 0.07%
+31,400
262
$312K 0.07%
+4,952
263
$312K 0.07%
+12,147
264
$310K 0.07%
12,813
+1,364
265
$309K 0.07%
14,213
-895
266
$307K 0.07%
9,276
+462
267
$305K 0.07%
14,703
+1,263
268
$305K 0.07%
+3,046
269
$305K 0.07%
7,312
-267
270
$303K 0.07%
7,321
-27,291
271
$300K 0.07%
11,003
+128
272
$297K 0.07%
14,168
-18,849
273
$296K 0.07%
20,000
274
$296K 0.07%
15,034
275
$282K 0.06%
11,576
-421
9 10
11
12 13