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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$239K 0.04%
2,000
-94
377
$238K 0.04%
4,937
-5
378
$237K 0.04%
1,223
-116
379
$236K 0.04%
2,815
-307
380
$234K 0.04%
3,692
+8
381
$232K 0.04%
+1,600
382
$232K 0.04%
2,110
-237
383
$231K 0.04%
+1,074
384
$231K 0.04%
+1,503
385
$230K 0.04%
8,833
+708
386
$228K 0.04%
4,509
-574
387
$225K 0.04%
10,846
-157
388
$225K 0.04%
+952
389
$224K 0.04%
3,285
-974
390
$224K 0.04%
5,490
+150
391
$222K 0.04%
10,287
-3,337
392
$221K 0.04%
+1,170
393
$220K 0.04%
2,156
394
$219K 0.04%
4,999
-241
395
$219K 0.04%
5,831
-222
396
$218K 0.04%
1,502
-273
397
$217K 0.04%
2,319
+6
398
$216K 0.04%
9,319
-1,195
399
$216K 0.04%
14,330
400
$213K 0.03%
1,537
+90
14 15
16
17 18