WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+10%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$612M
AUM Growth
+$60.8M
(+11%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
28.36%
Holding
462
New
47
Increased
200
Reduced
163
Closed
26
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$3.2M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.23M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.17M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$1.16M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.12M |
| 2 |
Amazon
AMZN
|
$2.25M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.72M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.55M |
| 5 |
iShares US Healthcare ETF
IYH
|
$1.53M |
Sector Composition
| 1 | Technology | 10.87% |
| 2 | Consumer Discretionary | 7.15% |
| 3 | Communication Services | 4.85% |
| 4 | Financials | 4.58% |
| 5 | Healthcare | 4.02% |
