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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$508K 0.07%
3,137
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252
$506K 0.07%
4,208
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253
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14,838
+3,154
254
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255
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12,514
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256
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257
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258
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259
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260
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261
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9,218
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262
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8,498
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263
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6,520
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264
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265
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266
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11,495
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271
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272
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19,399
-75
273
$451K 0.07%
+9,481
274
$442K 0.06%
2,686
-300
275
$441K 0.06%
4,225
9 10
11
12 13