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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$349K 0.06%
+9,854
302
$349K 0.06%
15,959
-12,154
303
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8,883
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304
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305
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306
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2,183
307
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308
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309
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312
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315
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316
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321
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322
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11,672
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2,967
325
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7,872
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11 12
13
14 15