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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$857K 0.09%
9,221
+1,823
252
$853K 0.09%
40,450
-25,743
253
$852K 0.09%
4,045
-4,110
254
$844K 0.09%
14,651
-14,182
255
$841K 0.09%
8,823
-9,910
256
$841K 0.09%
78,303
-71,025
257
$839K 0.09%
42,660
-1,998
258
$826K 0.08%
2,024
-2,196
259
$823K 0.08%
5,823
-4,082
260
$818K 0.08%
14,129
-14,443
261
$808K 0.08%
15,484
-16,668
262
$804K 0.08%
8,662
-1,391
263
$804K 0.08%
39,233
-6,313
264
$803K 0.08%
17,644
-36,064
265
$801K 0.08%
43,436
-46,209
266
$800K 0.08%
18,336
-13,952
267
$799K 0.08%
12,869
-13,203
268
$798K 0.08%
17,681
-4,959
269
$795K 0.08%
27,582
-44,140
270
$788K 0.08%
3,284
-2,573
271
$776K 0.08%
4,433
-110
272
$761K 0.08%
15,182
-3,596
273
$757K 0.08%
10,375
-40,520
274
$752K 0.08%
2,833
-1,123
275
$743K 0.08%
7,322
-7,106
9 10
11
12 13