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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$228K 0.06%
+9,154
302
$227K 0.06%
+740
303
$225K 0.06%
+4,842
304
$225K 0.06%
+1,337
305
$224K 0.06%
+4,522
306
$223K 0.06%
+6,014
307
$222K 0.06%
+6,599
308
$222K 0.06%
+2,030
309
$219K 0.06%
+7,373
310
$216K 0.06%
+7,839
311
$216K 0.06%
+5,514
312
$215K 0.06%
+1,513
313
$215K 0.06%
+2,080
314
$215K 0.06%
+5,292
315
$215K 0.06%
+4,190
316
$215K 0.06%
+4,115
317
$214K 0.06%
+12,321
318
$212K 0.06%
+9,802
319
$211K 0.06%
+2,564
320
$210K 0.06%
+2,080
321
$210K 0.06%
+2,719
322
$208K 0.06%
+1,341
323
$207K 0.06%
+2,123
324
$206K 0.06%
+6,443
325
$205K 0.06%
+3,569
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