WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+1.38%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$480M
AUM Growth
-$281M
(-37%)
Cap. Flow
-$301M
Cap. Flow
% of AUM
-62.65%
Top 10 Holdings %
Top 10 Hldgs %
25.46%
Holding
424
New
28
Increased
161
Reduced
171
Closed
38
Top Buys
Top Sells
| 1 |
AT&T
T
|
$25.9M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$22.7M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$21.7M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$19M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$18.8M |
Sector Composition
| 1 | Financials | 7.06% |
| 2 | Technology | 6.72% |
| 3 | Consumer Discretionary | 5.81% |
| 4 | Communication Services | 4.66% |
| 5 | Healthcare | 3.41% |
