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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$339K 0.05%
9,441
-78
327
$339K 0.05%
11,977
-5,374
328
$332K 0.05%
2,910
-48
329
$329K 0.05%
3,973
-56
330
$328K 0.05%
11,039
+1,720
331
$328K 0.05%
989
-181
332
$327K 0.05%
4,541
+164
333
$325K 0.05%
10,975
+2,142
334
$322K 0.05%
+1,551
335
$320K 0.05%
7,208
-1,269
336
$319K 0.05%
+3,263
337
$318K 0.05%
913
+3
338
$317K 0.05%
+6,805
339
$317K 0.05%
6,800
+969
340
$314K 0.05%
19,498
-1,426
341
$313K 0.05%
1,801
+27
342
$312K 0.05%
18,451
343
$310K 0.05%
15,246
+3,116
344
$310K 0.05%
+2,956
345
$307K 0.05%
+3,250
346
$306K 0.04%
+1,415
347
$306K 0.04%
+13,116
348
$306K 0.04%
+2,323
349
$306K 0.04%
1,987
-13
350
$305K 0.04%
1,730
-1,628
12 13
14
15 16