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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$217K 0.05%
4,468
+3
327
$214K 0.05%
8,284
-270
328
$214K 0.05%
7,090
329
$214K 0.05%
+1,287
330
$212K 0.05%
1,986
-147
331
$212K 0.05%
3,078
-700
332
$209K 0.05%
1,280
-362
333
$208K 0.05%
1,633
-40
334
$206K 0.05%
2,830
+381
335
$205K 0.05%
4,328
-1,524
336
$205K 0.05%
44,167
+10,824
337
$205K 0.05%
6,480
-1,700
338
$203K 0.05%
4,447
-49,168
339
$202K 0.05%
7,812
-6,450
340
$201K 0.05%
12,171
+5
341
$201K 0.05%
1,600
+171
342
$201K 0.05%
5,346
-66,306
343
$201K 0.05%
+1,428
344
$199K 0.05%
+15,798
345
$193K 0.04%
17,936
-982
346
$191K 0.04%
10,605
347
$190K 0.04%
21,037
+4,586
348
$189K 0.04%
10,526
-10,129
349
$187K 0.04%
28,857
+14,450
350
$182K 0.04%
17,607
+4,503
12 13
14
15 16