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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$661K 0.07%
+4,272
277
$658K 0.07%
+1,268
278
$654K 0.06%
+2,681
279
$650K 0.06%
+6,132
280
$640K 0.06%
+14,137
281
$640K 0.06%
+3,165
282
$638K 0.06%
+10,274
283
$632K 0.06%
+5,903
284
$628K 0.06%
+15,818
285
$628K 0.06%
+8,352
286
$625K 0.06%
+2,785
287
$623K 0.06%
+6,027
288
$619K 0.06%
+8,495
289
$616K 0.06%
+3,250
290
$614K 0.06%
+5,964
291
$603K 0.06%
+2,362
292
$594K 0.06%
+5,115
293
$593K 0.06%
+2,264
294
$589K 0.06%
+8,611
295
$584K 0.06%
+11,049
296
$583K 0.06%
+890
297
$583K 0.06%
+12,178
298
$576K 0.06%
+3,224
299
$573K 0.06%
+9,888
300
$570K 0.06%
+2,158
10 11
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