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
$449M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.84M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.78M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.15M

Top Sells

1
+$4.18M
2
+$3.77M
3
+$1.71M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$814K
5
VUG icon
Vanguard Growth ETF
VUG
+$783K

Sector Composition

1 Financials 7.29%
2 Technology 6.28%
3 Consumer Discretionary 6.05%
4 Communication Services 4.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$313K 0.07%
6,015
+460
277
$312K 0.07%
1,290
+61
278
$310K 0.07%
3,822
-211
279
$310K 0.07%
6,373
-35
280
$309K 0.07%
5,765
-2,024
281
$308K 0.07%
1,686
-233
282
$307K 0.07%
2,795
+715
283
$307K 0.07%
6,136
-2,862
284
$307K 0.07%
5,833
+193
285
$306K 0.07%
9,503
+226
286
$303K 0.07%
17,627
287
$303K 0.07%
+13,445
288
$302K 0.07%
+1,550
289
$298K 0.07%
+10,800
290
$296K 0.07%
1,885
-141
291
$296K 0.07%
4,419
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292
$295K 0.07%
18,789
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293
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2,390
+338
294
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6,167
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295
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+5,633
296
$291K 0.06%
12,446
+325
297
$290K 0.06%
5,752
+1,230
298
$290K 0.06%
1,690
-159
299
$283K 0.06%
5,494
300
$280K 0.06%
5,174
+332
10 11
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