WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Sells

1 +$4.18M
2 +$3.77M
3 +$1.71M
4
XRT icon
SPDR S&P Retail ETF
XRT
+$814K
5
VUG icon
Vanguard Growth ETF
VUG
+$783K

Sector Composition

1 Financials 7.29%
2 Technology 6.28%
3 Consumer Discretionary 6.05%
4 Communication Services 4.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$56K 0.01%
1,000
-20
377
$42K 0.01%
61,482
-4,900
378
$35K 0.01%
10,817
379
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380
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381
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382
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383
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384
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385
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386
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391
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392
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393
-4,231
394
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395
-34,825
396
-42,182