WWM

Western Wealth Management Portfolio holdings

AUM $1.51B
This Quarter Return
-2.53%
1 Year Return
+10.65%
3 Year Return
+32.39%
5 Year Return
10 Year Return
AUM
$1.51B
AUM Growth
-$24.8M
Cap. Flow
+$32.1M
Cap. Flow %
2.13%
Top 10 Hldgs %
25.61%
Holding
707
New
48
Increased
306
Reduced
284
Closed
31
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$645K0.04% 26,890
+496
+2%
+$11.9K
$644K0.04% 12,738
-2,146
-14%
-$108K
$642K0.04% 57,500
$638K0.04% 12,769
+619
+5%
+$31K
$635K0.04% 5,209
-386
-7%
-$47.1K
$633K0.04% 2,908
-350
-11%
-$76.2K
$630K0.04%
+7,663
New
+$630K
$628K0.04% 1,177
$625K0.04% 10,915
-17
-0.2%
-$974
$622K0.04% 8,232
-782
-9%
-$59.1K
$622K0.04% 6,866
-148
-2%
-$13.4K
$619K0.04% 38,856
-634
-2%
-$10.1K
$614K0.04% 7,839
-1,154
-13%
-$90.3K
$613K0.04% 25,175
-120
-0.5%
-$2.92K
$612K0.04% 10,084
+1,387
+16%
+$84.1K
$612K0.04% 18,099
-304
-2%
-$10.3K
$606K0.04% 7,641
-321
-4%
-$25.5K
$596K0.04% 16,150
+577
+4%
+$21.3K
$589K0.04% 3,160
+72
+2%
+$13.4K
$586K0.04% 15,891
-1,488
-9%
-$54.9K
$585K0.04% 5,340
-111
-2%
-$12.2K
$585K0.04% 11,650
-9,485
-45%
-$476K
$584K0.04% 3,270
+101
+3%
+$18.1K
$584K0.04% 28,700
$581K0.04% 4,511
+456
+11%
+$58.8K