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
$480M
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.43M
3
+$1.35M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.2M
5
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M

Top Sells

1
+$25.9M
2
+$22.7M
3
+$21.7M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$19M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.8M

Sector Composition

1 Financials 7.06%
2 Technology 6.72%
3 Consumer Discretionary 5.81%
4 Communication Services 4.66%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$322K 0.07%
1,967
+27
277
$319K 0.07%
11,129
+151
278
$319K 0.07%
14,147
+680
279
$318K 0.07%
10,413
+32
280
$313K 0.07%
2,201
-96
281
$313K 0.07%
+60,350
282
$312K 0.06%
6,208
+294
283
$312K 0.06%
6,374
+1
284
$312K 0.06%
+3,217
285
$311K 0.06%
10,090
286
$309K 0.06%
5,427
-389
287
$306K 0.06%
2,563
288
$306K 0.06%
1,340
-5
289
$303K 0.06%
6,088
+720
290
$302K 0.06%
4,038
+538
291
$301K 0.06%
2,632
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292
$298K 0.06%
2,960
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293
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8,763
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294
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10,605
-1,278
295
$290K 0.06%
6,134
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296
$289K 0.06%
4,666
-120
297
$289K 0.06%
4,913
+1,418
298
$288K 0.06%
3,808
299
$287K 0.06%
3,942
-42
300
$287K 0.06%
1,323
-4
10 11
12
13 14