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
$480M
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.43M
3
+$1.35M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.2M
5
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M

Top Sells

1
+$25.9M
2
+$22.7M
3
+$21.7M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$19M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$285K 0.06%
1,160
+41
302
$284K 0.06%
5,094
-80
303
$283K 0.06%
1,930
+118
304
$283K 0.06%
+4,275
305
$280K 0.06%
3,470
+52
306
$276K 0.06%
621
-53
307
$274K 0.06%
3,611
+663
308
$274K 0.06%
2,738
-4,898
309
$273K 0.06%
4,276
-192
310
$272K 0.06%
+8,184
311
$271K 0.06%
5,052
+614
312
$268K 0.06%
+1,872
313
$268K 0.06%
3,979
-1,354
314
$267K 0.06%
+9,161
315
$267K 0.06%
9,922
+700
316
$265K 0.06%
8,870
+123
317
$264K 0.05%
6,532
-132
318
$264K 0.05%
+3,345
319
$263K 0.05%
3,287
-3,641
320
$263K 0.05%
+1,751
321
$260K 0.05%
+1,949
322
$260K 0.05%
4,687
-575
323
$259K 0.05%
5,206
324
$258K 0.05%
6,899
+105
325
$257K 0.05%
3,500
11 12
13
14 15