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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$245K 0.06%
4,595
+85
302
$244K 0.06%
1,547
-3
303
$244K 0.06%
5,109
+1,788
304
$243K 0.06%
+7,897
305
$243K 0.06%
1,993
-200
306
$243K 0.06%
+20,257
307
$241K 0.06%
50,969
+8,085
308
$241K 0.06%
+3,989
309
$239K 0.05%
1,812
+292
310
$238K 0.05%
1,071
-89
311
$238K 0.05%
6,071
-212
312
$237K 0.05%
5,878
+672
313
$236K 0.05%
+3,156
314
$233K 0.05%
9,922
315
$231K 0.05%
1,703
+235
316
$231K 0.05%
4,748
+53
317
$229K 0.05%
5,960
-228
318
$228K 0.05%
3,500
-200
319
$227K 0.05%
10,149
+1,281
320
$226K 0.05%
4,656
+85
321
$226K 0.05%
9,402
-1
322
$226K 0.05%
6,809
+4
323
$220K 0.05%
4,077
+774
324
$218K 0.05%
+2,801
325
$217K 0.05%
+1,560
11 12
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