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
351
$454K 0.04%
+11,014
352
$454K 0.04%
+5,008
353
$453K 0.04%
+17,166
354
$451K 0.04%
+8,765
355
$450K 0.04%
+2,325
356
$442K 0.04%
+9,967
357
$439K 0.04%
+7,144
358
$438K 0.04%
+949
359
$431K 0.04%
+3,346
360
$430K 0.04%
+4,832
361
$427K 0.04%
+5,976
362
$426K 0.04%
+5,852
363
$426K 0.04%
+6,396
364
$426K 0.04%
+8,160
365
$425K 0.04%
+1,818
366
$418K 0.04%
+4,348
367
$415K 0.04%
+9,698
368
$415K 0.04%
+44,080
369
$414K 0.04%
+9,742
370
$412K 0.04%
+1,578
371
$411K 0.04%
+7,110
372
$411K 0.04%
+7,266
373
$409K 0.04%
+4,970
374
$409K 0.04%
+1,057
375
$408K 0.04%
+11,123
13 14
15
16 17