WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
-3.1%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$1.18B
AUM Growth
+$11.2M
(+0.96%)
Cap. Flow
+$51.8M
Cap. Flow
% of AUM
4.37%
Top 10 Holdings %
Top 10 Hldgs %
23.42%
Holding
681
New
36
Increased
377
Reduced
195
Closed
28
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$3.71M |
| 2 |
Invesco S&P 500 Revenue ETF
RWL
|
+$3.29M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$2.44M |
| 4 |
Procter & Gamble
PG
|
+$2.25M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.02M |
Top Sells
| 1 |
SPDR S&P Dividend ETF
SDY
|
+$4M |
| 2 |
VictoryShares Dividend Accelerator ETF
VSDA
|
+$2.51M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$2.32M |
| 4 |
ULTR
IQ Ultra Short Duration ETF
ULTR
|
+$1.94M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.29M |
Sector Composition
| 1 | Technology | 11.88% |
| 2 | Financials | 8.07% |
| 3 | Consumer Discretionary | 5.29% |
| 4 | Healthcare | 4.43% |
| 5 | Communication Services | 3.21% |
