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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$259K 0.07%
+5,152
277
$259K 0.07%
+5,640
278
$258K 0.07%
+4,607
279
$257K 0.07%
+6,035
280
$254K 0.07%
+12,121
281
$253K 0.07%
+3,124
282
$251K 0.07%
+3,540
283
$246K 0.07%
+7,604
284
$246K 0.07%
+4,730
285
$244K 0.07%
+6,776
286
$243K 0.07%
+1,889
287
$243K 0.07%
+4,753
288
$242K 0.07%
+6,740
289
$241K 0.06%
+10,352
290
$239K 0.06%
+2,978
291
$239K 0.06%
+1,399
292
$236K 0.06%
+13,895
293
$235K 0.06%
+3,839
294
$234K 0.06%
+2,052
295
$234K 0.06%
+3,513
296
$234K 0.06%
+1,541
297
$233K 0.06%
+5,494
298
$233K 0.06%
+4,029
299
$230K 0.06%
+3,921
300
$229K 0.06%
+5,774
10 11
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