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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$513K 0.05%
+11,952
327
$511K 0.05%
+15,686
328
$511K 0.05%
+23,298
329
$509K 0.05%
+7,568
330
$503K 0.05%
+23,440
331
$497K 0.05%
+4,857
332
$493K 0.05%
+4,328
333
$490K 0.05%
+7,997
334
$488K 0.05%
+5,778
335
$485K 0.05%
+17,661
336
$480K 0.05%
+18,708
337
$473K 0.05%
+1,769
338
$472K 0.05%
+2,355
339
$467K 0.05%
+3,370
340
$467K 0.05%
+15,787
341
$466K 0.05%
+7,088
342
$465K 0.05%
+2,330
343
$464K 0.05%
+4,273
344
$464K 0.05%
+11,581
345
$463K 0.05%
+18,282
346
$461K 0.05%
+681
347
$460K 0.05%
+4,003
348
$460K 0.05%
+4,815
349
$458K 0.05%
+17,599
350
$458K 0.05%
+7,859
12 13
14
15 16