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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$368K 0.06%
15,108
277
$366K 0.06%
2,853
-256
278
$365K 0.06%
3,778
-200
279
$362K 0.05%
4,886
-300
280
$360K 0.05%
10,268
281
$354K 0.05%
2,814
+10
282
$353K 0.05%
18,918
283
$350K 0.05%
11,997
+9
284
$350K 0.05%
10,875
+462
285
$349K 0.05%
2,363
-200
286
$343K 0.05%
5,852
+425
287
$342K 0.05%
5,102
+436
288
$340K 0.05%
7,415
-1,746
289
$336K 0.05%
6,146
+12
290
$335K 0.05%
14,180
+33
291
$334K 0.05%
5,170
-373
292
$332K 0.05%
1,550
-140
293
$331K 0.05%
+4,571
294
$330K 0.05%
2,966
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295
$330K 0.05%
+10,000
296
$329K 0.05%
3,303
-386
297
$324K 0.05%
6,188
+100
298
$323K 0.05%
12,745
-4,530
299
$321K 0.05%
1,340
300
$320K 0.05%
636
+15
10 11
12
13 14