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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$998K 0.07%
4,089
-176
252
$989K 0.07%
13,775
+1,635
253
$983K 0.07%
3,617
+1
254
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16,214
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255
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20,301
-90
256
$977K 0.06%
16,418
+169
257
$973K 0.06%
16,318
-96
258
$970K 0.06%
21,186
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259
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8,815
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260
$964K 0.06%
38,045
+2,732
261
$963K 0.06%
32,705
-2,902
262
$961K 0.06%
18,832
+49
263
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19,775
-24
264
$947K 0.06%
48,634
-3,576
265
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30,099
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4,925
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30,944
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271
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3,715
272
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18,948
+4,094
273
$883K 0.06%
87,050
+7,614
274
$877K 0.06%
17,452
+19
275
$870K 0.06%
13,809
+711
9 10
11
12 13