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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$244K 0.04%
1,673
+52
352
$242K 0.04%
+2,247
353
$241K 0.04%
1,429
-10
354
$241K 0.04%
4,510
-177
355
$241K 0.04%
2,573
356
$238K 0.04%
1,474
-64
357
$237K 0.04%
2,024
+130
358
$232K 0.04%
+6,175
359
$232K 0.04%
8,868
+987
360
$230K 0.03%
5,473
-91
361
$229K 0.03%
1,093
-230
362
$227K 0.03%
4,516
-2,423
363
$226K 0.03%
+1,520
364
$226K 0.03%
+2,380
365
$225K 0.03%
+3,265
366
$224K 0.03%
1,185
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367
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368
$223K 0.03%
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-992
369
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4,555
-3,785
370
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1,642
-230
371
$222K 0.03%
8,950
372
$221K 0.03%
4,618
-213
373
$220K 0.03%
8,483
-4,425
374
$220K 0.03%
+1,131
375
$219K 0.03%
2,829
-300
13 14
15
16 17