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
$761M
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$21.2M
3
+$19.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.7M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$17.5M

Top Sells

1
+$1.51M
2
+$1.38M
3
+$952K
4
PHO icon
Invesco Water Resources ETF
PHO
+$941K
5
PFE icon
Pfizer
PFE
+$871K

Sector Composition

1 Utilities 7.78%
2 Communication Services 5.67%
3 Financials 4.54%
4 Technology 4.32%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$359K 0.05%
15,108
277
$358K 0.05%
2,852
-53
278
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1,735
+185
279
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10,530
+1,027
280
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281
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2,563
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282
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283
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284
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285
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287
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288
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289
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290
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291
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293
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294
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295
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296
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297
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674
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298
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6,373
299
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300
$310K 0.04%
10,090
-530
10 11
12
13 14