WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$204K 0.05%
+1,386
327
$204K 0.05%
+5,115
328
$203K 0.05%
+4,920
329
$203K 0.05%
+3,094
330
$198K 0.05%
+13,499
331
$195K 0.05%
+14,487
332
$193K 0.05%
+10,100
333
$189K 0.05%
+10,611
334
$189K 0.05%
+11,856
335
$181K 0.05%
+3,530
336
$178K 0.05%
+14,843
337
$172K 0.05%
+6,955
338
$127K 0.03%
+10,645
339
$112K 0.03%
+15,007
340
$106K 0.03%
+12,667
341
$57K 0.02%
+1,020
342
$37K 0.01%
+66,382
343
$27K 0.01%
+10,817
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