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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$322K 0.06%
3,723
-33
302
$320K 0.06%
1,548
+1
303
$320K 0.06%
2,967
-7
304
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14,340
-12,144
305
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5,069
-1,093
306
$309K 0.06%
2,189
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307
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9,394
-1,792
308
$306K 0.06%
9,922
309
$305K 0.06%
21,032
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310
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+969
311
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8,208
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312
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20,723
+2,787
313
$299K 0.05%
1,119
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314
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4,353
-1,136
315
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+7,509
316
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318
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319
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4,850
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320
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5,093
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6,308
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322
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4,154
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323
$288K 0.05%
1,756
+476
324
$287K 0.05%
4,648
+53
325
$286K 0.05%
2,095
+109
11 12
13
14 15