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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$546K 0.06%
1,233
-1,244
327
$543K 0.06%
6,540
-1,968
328
$543K 0.06%
45,213
-78,795
329
$529K 0.05%
2,761
-2,668
330
$523K 0.05%
3,019
-1,127
331
$510K 0.05%
4,022
-4,324
332
$508K 0.05%
13,723
-12,517
333
$508K 0.05%
10,760
-12,672
334
$506K 0.05%
5,076
-59
335
$503K 0.05%
12,909
-10,663
336
$502K 0.05%
8,561
-4,630
337
$502K 0.05%
10,145
+4,190
338
$499K 0.05%
6,633
+2,957
339
$497K 0.05%
5,174
-3,252
340
$496K 0.05%
2,077
-3,050
341
$495K 0.05%
+19,796
342
$491K 0.05%
10,582
-11,152
343
$491K 0.05%
15,820
+5,660
344
$487K 0.05%
6,785
-7,911
345
$483K 0.05%
12,068
-8,903
346
$480K 0.05%
1,965
-2,091
347
$476K 0.05%
2,158
-2,688
348
$475K 0.05%
4,811
-4,449
349
$475K 0.05%
3,658
-1,977
350
$470K 0.05%
9,366
-4,265
12 13
14
15 16