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
351
$470K 0.05%
7,163
-6,801
352
$470K 0.05%
3,625
-3,880
353
$468K 0.05%
9,877
-10,984
354
$463K 0.05%
22,992
-14,672
355
$458K 0.05%
15,582
-15,582
356
$457K 0.05%
2,877
-2,995
357
$455K 0.05%
4,538
+729
358
$452K 0.05%
+5,087
359
$452K 0.05%
13,779
-982
360
$449K 0.05%
10,463
-2,566
361
$449K 0.05%
+9,396
362
$443K 0.05%
9,339
-9,946
363
$443K 0.05%
27,575
-25,345
364
$441K 0.05%
1,311
-438
365
$440K 0.05%
16,374
-16,090
366
$437K 0.04%
4,362
-3,841
367
$437K 0.04%
1,578
-1,135
368
$434K 0.04%
20,667
-19,311
369
$430K 0.04%
25,155
-29,528
370
$429K 0.04%
8,670
-8,932
371
$429K 0.04%
9,423
-7,069
372
$425K 0.04%
5,072
-6,338
373
$422K 0.04%
3,015
-3,332
374
$419K 0.04%
3,087
-4,020
375
$418K 0.04%
3,445
-1,110
13 14
15
16 17