WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+6.55%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$660M
AUM Growth
+$179M
(+37%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
22.37%
Top 10 Holdings %
Top 10 Hldgs %
22.57%
Holding
429
New
43
Increased
158
Reduced
171
Closed
31
Top Buys
| 1 |
AT&T
T
|
+$11.6M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$11.4M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$11M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$10.5M |
| 5 |
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
|
+$10.3M |
Top Sells
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Financials | 5.64% |
| 3 | Utilities | 5.39% |
| 4 | Communication Services | 5.2% |
| 5 | Consumer Discretionary | 4.35% |
