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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$279K 0.06%
5,102
277
$278K 0.06%
11,186
-174
278
$275K 0.06%
10,268
279
$275K 0.06%
1,791
+660
280
$274K 0.06%
3,194
+228
281
$273K 0.06%
1,901
-1,870
282
$273K 0.06%
8,081
-9,004
283
$272K 0.06%
+3,558
284
$271K 0.06%
6,430
285
$269K 0.06%
611
-25
286
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939
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287
$269K 0.06%
3,737
+1,118
288
$267K 0.06%
3,376
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289
$265K 0.06%
9,277
-5,849
290
$264K 0.06%
+4,232
291
$263K 0.06%
2,055
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292
$263K 0.06%
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293
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4,221
-4,410
294
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6,027
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295
$258K 0.06%
4,796
-6,868
296
$255K 0.06%
3,942
+26
297
$255K 0.06%
6,822
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298
$250K 0.06%
2,766
+403
299
$250K 0.06%
12,939
-1,241
300
$249K 0.06%
1,414
+114
10 11
12
13 14