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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$317K 0.05%
3,243
+26
302
$315K 0.05%
+3,614
303
$315K 0.05%
3,722
-4,722
304
$314K 0.05%
11,158
+29
305
$313K 0.05%
5,312
+399
306
$309K 0.05%
+6,127
307
$308K 0.05%
1,160
308
$305K 0.05%
2,193
+244
309
$304K 0.05%
10,605
310
$299K 0.05%
5,016
-78
311
$296K 0.04%
1,899
-1,083
312
$295K 0.04%
+53,264
313
$295K 0.04%
3,700
+200
314
$293K 0.04%
6,283
-1,298
315
$292K 0.04%
1,897
-33
316
$291K 0.04%
13,646
+2,464
317
$291K 0.04%
+2,443
318
$290K 0.04%
3,416
-54
319
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6,516
-16
320
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9,922
321
$287K 0.04%
4,037
-239
322
$287K 0.04%
9,403
+533
323
$285K 0.04%
3,250
+455
324
$283K 0.04%
1,002
+200
325
$282K 0.04%
3,952
-86
11 12
13
14 15