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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$746K 0.07%
+8,409
252
$746K 0.07%
+13,348
253
$735K 0.07%
+8,904
254
$733K 0.07%
+23,372
255
$732K 0.07%
+6,211
256
$727K 0.07%
+4,190
257
$726K 0.07%
+10,208
258
$724K 0.07%
+47,931
259
$724K 0.07%
+19,940
260
$722K 0.07%
+15,313
261
$717K 0.07%
+1,997
262
$714K 0.07%
+21,270
263
$698K 0.07%
+8,182
264
$696K 0.07%
+9,508
265
$696K 0.07%
+3,219
266
$693K 0.07%
+18,600
267
$692K 0.07%
+11,309
268
$692K 0.07%
+13,146
269
$689K 0.07%
+13,573
270
$677K 0.07%
+8,825
271
$677K 0.07%
+2,660
272
$674K 0.07%
+7,313
273
$672K 0.07%
+2,623
274
$669K 0.07%
+1,961
275
$668K 0.07%
+2,528
9 10
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