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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$219K 0.03%
7,090
-3,000
377
$218K 0.03%
1,316
-32
378
$217K 0.03%
2,869
+52
379
$216K 0.03%
8,554
-600
380
$213K 0.03%
3,446
-8,263
381
$209K 0.03%
5,730
-1,169
382
$208K 0.03%
3,449
383
$204K 0.03%
+3,496
384
$204K 0.03%
2,504
-81
385
$203K 0.03%
+2,449
386
$203K 0.03%
3,466
387
$203K 0.03%
1,468
+6
388
$202K 0.03%
+4,553
389
$201K 0.03%
+3,093
390
$188K 0.03%
14,306
+2,395
391
$187K 0.03%
3,197
+3
392
$178K 0.03%
13,425
393
$177K 0.03%
12,621
-400
394
$168K 0.03%
+10,043
395
$148K 0.02%
+12,187
396
$135K 0.02%
10,206
+10
397
$132K 0.02%
12,667
398
$126K 0.02%
14,407
-8,989
399
– –
-11,500
400
– –
-2,746
14 15
16
17 18