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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$563K 0.06%
+10,960
302
$560K 0.06%
+6,754
303
$555K 0.05%
+17,504
304
$555K 0.05%
+8,870
305
$554K 0.05%
+11,288
306
$551K 0.05%
+7,866
307
$550K 0.05%
+8,658
308
$541K 0.05%
+12,876
309
$540K 0.05%
+20,000
310
$536K 0.05%
+17,965
311
$534K 0.05%
+5,230
312
$528K 0.05%
+5,504
313
$527K 0.05%
+4,925
314
$525K 0.05%
+3,247
315
$522K 0.05%
+23,569
316
$521K 0.05%
+2,493
317
$520K 0.05%
+14,939
318
$520K 0.05%
+872
319
$518K 0.05%
+6,505
320
$517K 0.05%
+3,557
321
$517K 0.05%
+10,484
322
$515K 0.05%
+6,532
323
$515K 0.05%
+8,725
324
$514K 0.05%
+10,110
325
$513K 0.05%
+24,554
11 12
13
14 15