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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$365K 0.07%
+5,121
277
$363K 0.07%
3,137
+135
278
$363K 0.07%
6,959
-8,839
279
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2,333
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280
$358K 0.06%
12,019
-1,270
281
$356K 0.06%
7,118
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282
$353K 0.06%
+2,986
283
$352K 0.06%
20,000
284
$352K 0.06%
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-274
285
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3,124
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286
$345K 0.06%
1,791
287
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11,920
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288
$343K 0.06%
14,688
-346
289
$342K 0.06%
6,375
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290
$341K 0.06%
5,102
291
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292
$335K 0.06%
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293
$334K 0.06%
3,398
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294
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9,810
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295
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13,790
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296
$330K 0.06%
54,104
+3,135
297
$330K 0.06%
+5,348
298
$325K 0.06%
45,696
+1,529
299
$324K 0.06%
3,015
-179
300
$322K 0.06%
9,168
-108
10 11
12
13 14