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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$286K 0.05%
11,003
327
$286K 0.05%
13,624
+685
328
$283K 0.05%
3,684
+528
329
$281K 0.05%
4,042
+100
330
$281K 0.05%
4,259
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331
$279K 0.05%
+12,306
332
$277K 0.05%
+9,865
333
$273K 0.05%
10,574
-1,002
334
$271K 0.05%
3,094
-6,637
335
$269K 0.05%
3,168
+90
336
$265K 0.05%
+5,494
337
$261K 0.05%
3,870
-926
338
$261K 0.05%
3,681
-56
339
$259K 0.05%
4,676
-72
340
$259K 0.05%
+3,589
341
$259K 0.05%
28,950
+10,550
342
$255K 0.05%
3,122
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343
$255K 0.05%
+2,690
344
$255K 0.05%
+2,664
345
$253K 0.05%
1,316
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346
$249K 0.05%
9,981
-4,232
347
$249K 0.05%
+12,241
348
$248K 0.05%
8,989
-413
349
$248K 0.05%
+1,508
350
$247K 0.04%
+3,656
12 13
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