WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+9.59%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$1.29B
AUM Growth
-$101M
(-7.3%)
Cap. Flow
-$205M
Cap. Flow
% of AUM
-15.93%
Top 10 Holdings %
Top 10 Hldgs %
24.99%
Holding
734
New
40
Increased
219
Reduced
344
Closed
91
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.29M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$3.19M |
| 3 |
Capital Group Dividend Value ETF
CGDV
|
+$2.66M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$2.57M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.37M |
Top Sells
| 1 |
Apple
AAPL
|
+$11.5M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$10.9M |
| 3 |
Microsoft
MSFT
|
+$8.01M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$4.69M |
| 5 |
NVIDIA
NVDA
|
+$4.63M |
Sector Composition
| 1 | Technology | 11.47% |
| 2 | Financials | 7.04% |
| 3 | Consumer Discretionary | 4.76% |
| 4 | Healthcare | 3.58% |
| 5 | Communication Services | 2.76% |
