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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$426K 0.08%
2,139
-559
252
$424K 0.08%
8,627
+1,315
253
$422K 0.08%
5,759
-2
254
$419K 0.08%
5,472
+520
255
$418K 0.08%
20,337
256
$418K 0.08%
18,419
+25
257
$411K 0.07%
12,543
+1,693
258
$406K 0.07%
5,176
-17,996
259
$405K 0.07%
2,704
+1
260
$404K 0.07%
+7,377
261
$402K 0.07%
3,172
-62
262
$398K 0.07%
16,963
263
$397K 0.07%
7,542
-105
264
$394K 0.07%
+4,305
265
$392K 0.07%
11,724
+2,447
266
$391K 0.07%
1,722
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267
$387K 0.07%
7,115
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268
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+12,028
269
$381K 0.07%
4,350
-32
270
$378K 0.07%
14,585
-118
271
$374K 0.07%
16,075
-2,884
272
$371K 0.07%
+12,306
273
$370K 0.07%
20,096
274
$368K 0.07%
2,199
-440
275
$368K 0.07%
2,183
+371
9 10
11
12 13