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
$480M
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.43M
3
+$1.35M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.2M
5
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M

Top Sells

1
+$25.9M
2
+$22.7M
3
+$21.7M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$19M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.8M

Sector Composition

1 Financials 7.06%
2 Technology 6.72%
3 Consumer Discretionary 5.81%
4 Communication Services 4.66%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$256K 0.05%
+24,352
327
$253K 0.05%
2,537
-538
328
$250K 0.05%
+10,560
329
$250K 0.05%
2,878
-231
330
$249K 0.05%
15,651
331
$247K 0.05%
5,513
-7,994
332
$247K 0.05%
6,016
+1
333
$247K 0.05%
+2,795
334
$245K 0.05%
4,393
+2
335
$244K 0.05%
1,723
-1
336
$243K 0.05%
12,156
-1,740
337
$243K 0.05%
2,638
+155
338
$243K 0.05%
1,538
+133
339
$242K 0.05%
6,210
-4,664
340
$242K 0.05%
3,421
-174
341
$240K 0.05%
6,801
+3
342
$240K 0.05%
+1,432
343
$239K 0.05%
5,615
+714
344
$239K 0.05%
1,425
-310
345
$237K 0.05%
1,439
346
$234K 0.05%
1,671
-582
347
$233K 0.05%
3,129
-411
348
$233K 0.05%
2,573
-70
349
$232K 0.05%
12,965
350
$232K 0.05%
9,154
12 13
14
15 16