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
$449M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.84M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.78M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.15M

Top Sells

1
+$4.18M
2
+$3.77M
3
+$1.71M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$814K
5
VUG icon
Vanguard Growth ETF
VUG
+$783K

Sector Composition

1 Financials 7.29%
2 Technology 6.28%
3 Consumer Discretionary 6.05%
4 Communication Services 4.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$243K 0.05%
3,418
-503
327
$242K 0.05%
6,500
-99
328
$241K 0.05%
5,084
-208
329
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+3,500
330
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331
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+1,483
332
$237K 0.05%
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333
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334
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335
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-328
336
$234K 0.05%
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337
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338
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+3,984
339
$231K 0.05%
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340
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+1,328
341
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4,486
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342
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343
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344
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345
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346
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347
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5,415
-359
348
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+3,475
349
$217K 0.05%
+9,222
350
$217K 0.05%
5,590
-853
12 13
14
15 16