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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$269K 0.04%
2,718
-177
377
$266K 0.04%
2,350
-20
378
$265K 0.04%
1,193
+119
379
$263K 0.04%
957
+5
380
$262K 0.04%
6,208
-13
381
$261K 0.04%
1,534
+32
382
$260K 0.04%
9,155
-1,432
383
$259K 0.04%
2,156
384
$257K 0.04%
+7,177
385
$256K 0.04%
12,241
-35,080
386
$255K 0.04%
1,607
+78
387
$255K 0.04%
2,119
-1,005
388
$254K 0.04%
1,245
+22
389
$254K 0.04%
+11,187
390
$251K 0.04%
7,148
+600
391
$250K 0.04%
+3,276
392
$250K 0.04%
+779
393
$249K 0.04%
2,849
+34
394
$249K 0.04%
+2,440
395
$249K 0.04%
5,178
-5,212
396
$248K 0.04%
1,635
-2,227
397
$248K 0.04%
4,453
-600
398
$248K 0.04%
+2,823
399
$248K 0.04%
+1,454
400
$245K 0.04%
+4,921
14 15
16
17 18