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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$435K 0.06%
3,716
-2,397
277
$432K 0.06%
7,380
+481
278
$431K 0.06%
5,185
+176
279
$429K 0.06%
1,867
-743
280
$429K 0.06%
20,000
281
$427K 0.06%
15,238
-264
282
$427K 0.06%
20,119
+250
283
$425K 0.06%
4,974
+64
284
$424K 0.06%
6,799
-342
285
$423K 0.06%
13,310
-1,100
286
$423K 0.06%
16,963
287
$423K 0.06%
18,106
-4,893
288
$420K 0.06%
3,592
+454
289
$418K 0.06%
2,009
-1,760
290
$417K 0.06%
47,493
-3,255
291
$412K 0.06%
11,351
-17,943
292
$411K 0.06%
+13,541
293
$407K 0.06%
2,476
-114
294
$407K 0.06%
2,418
-307
295
$406K 0.06%
+8,814
296
$405K 0.06%
5,536
+24
297
$402K 0.06%
9,922
298
$400K 0.06%
13,035
+5,000
299
$395K 0.06%
3,368
-1,397
300
$390K 0.06%
2,574
+64
10 11
12
13 14