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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$389K 0.06%
2,126
+105
302
$380K 0.06%
14,376
-9,033
303
$379K 0.06%
4,465
+234
304
$379K 0.06%
16,394
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305
$376K 0.06%
8,854
-152
306
$376K 0.06%
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307
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10,334
308
$372K 0.05%
6,335
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309
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6,878
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310
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11,685
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311
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2,183
312
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313
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+47,694
314
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11,848
+176
315
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8,761
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316
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317
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10,242
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319
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9,869
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321
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322
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2,886
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323
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12,523
-23,837
324
$341K 0.05%
4,983
-316
325
$341K 0.05%
4,950
-240
11 12
13
14 15