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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$247K 0.04%
+2,347
352
$246K 0.04%
4,784
-1,646
353
$244K 0.04%
4,383
-85
354
$244K 0.04%
10,178
+29
355
$243K 0.04%
+2,718
356
$243K 0.04%
+5,083
357
$242K 0.04%
+1,101
358
$239K 0.04%
+1,811
359
$238K 0.04%
2,447
-319
360
$238K 0.04%
4,267
-2,950
361
$237K 0.04%
1,758
+158
362
$234K 0.04%
+10,514
363
$234K 0.04%
+1,339
364
$233K 0.04%
+2,094
365
$232K 0.04%
3,500
366
$230K 0.04%
+1,775
367
$228K 0.04%
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368
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369
$223K 0.04%
+6,042
370
$223K 0.04%
20,028
-1,009
371
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2,716
-114
372
$219K 0.04%
+3,859
373
$218K 0.04%
4,185
-143
374
$216K 0.04%
+2,313
375
$216K 0.04%
+6,551
13 14
15
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