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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$278K 0.05%
935
+58
352
$277K 0.05%
2,726
+62
353
$271K 0.04%
1,536
+28
354
$271K 0.04%
8,154
-1,656
355
$270K 0.04%
3,092
-2
356
$269K 0.04%
3,519
-351
357
$268K 0.04%
1,314
-2
358
$267K 0.04%
+9,959
359
$265K 0.04%
4,377
-6
360
$264K 0.04%
1,774
-559
361
$261K 0.04%
2,958
-210
362
$259K 0.04%
9,981
363
$259K 0.04%
4,504
-565
364
$257K 0.04%
18,451
-2,272
365
$256K 0.04%
5,299
-195
366
$254K 0.04%
1,148
-400
367
$254K 0.04%
8,559
-3,361
368
$253K 0.04%
46,730
+1,034
369
$251K 0.04%
+7,148
370
$251K 0.04%
+2,021
371
$250K 0.04%
10,205
+27
372
$247K 0.04%
8,035
-6,800
373
$242K 0.04%
4,445
+130
374
$242K 0.04%
2,370
-320
375
$241K 0.04%
20,924
+896
13 14
15
16 17