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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$972K 0.08%
3,986
-50
252
$967K 0.08%
25,578
+2,301
253
$963K 0.08%
19,144
+12,922
254
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46,748
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255
$961K 0.08%
33,382
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256
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5,504
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257
$945K 0.08%
42,482
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258
$937K 0.08%
5,519
-1,005
259
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10,730
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260
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17,147
+3,113
261
$920K 0.08%
20,353
+501
262
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263
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21,493
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264
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20,070
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25,314
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13,928
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28,430
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9,232
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273
$859K 0.07%
5,611
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274
$851K 0.07%
13,596
-341
275
$839K 0.07%
15,560
-525
9 10
11
12 13