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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$216K 0.04%
+1,447
377
$215K 0.04%
+4,942
378
$215K 0.04%
850
-578
379
$214K 0.04%
14,330
-1,567
380
$212K 0.04%
+877
381
$212K 0.04%
+4,315
382
$212K 0.04%
62,450
+100
383
$210K 0.04%
5,240
-1,569
384
$210K 0.04%
+5,816
385
$208K 0.04%
+8,909
386
$208K 0.04%
7,159
-653
387
$207K 0.04%
11,374
+43
388
$207K 0.04%
+6,053
389
$206K 0.04%
8,125
-12,447
390
$206K 0.04%
16,922
-685
391
$205K 0.04%
+5,340
392
$204K 0.04%
+6,450
393
$202K 0.04%
+5,208
394
$201K 0.04%
+9,350
395
$201K 0.04%
+7,142
396
$201K 0.04%
+4,553
397
$201K 0.04%
+2,156
398
$191K 0.03%
12,625
+1,491
399
$176K 0.03%
23,623
-5,234
400
$174K 0.03%
12,187
14 15
16
17 18