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
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.57M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$846K 0.07%
9,339
+1,295
252
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40,319
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253
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8,696
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256
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259
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19,152
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12,513
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274
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39,384
-1,611
275
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4,306
-7,469
9 10
11
12 13