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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$742K 0.05%
15,214
+2,015
302
$741K 0.05%
10,440
+1,144
303
$733K 0.05%
2,349
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304
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17,842
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306
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7,200
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308
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15,682
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309
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310
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8,684
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311
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14,266
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312
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4,446
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313
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10,668
-2,780
314
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315
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4,780
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16,262
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321
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322
$658K 0.04%
34,536
+6,452
323
$655K 0.04%
16,220
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324
$647K 0.04%
14,150
+937
325
$646K 0.04%
21,028
-4,974
11 12
13
14 15