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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$405K 0.04%
+2,608
377
$402K 0.04%
+8,472
378
$400K 0.04%
+49,984
379
$399K 0.04%
+3,407
380
$396K 0.04%
+14,670
381
$395K 0.04%
+11,130
382
$395K 0.04%
+7,121
383
$395K 0.04%
+13,357
384
$393K 0.04%
+2,360
385
$392K 0.04%
+2,566
386
$388K 0.04%
+7,793
387
$387K 0.04%
+2,783
388
$386K 0.04%
+2,883
389
$385K 0.04%
+6,486
390
$383K 0.04%
+2,815
391
$381K 0.04%
+5,175
392
$380K 0.04%
+4,105
393
$379K 0.04%
+7,092
394
$379K 0.04%
+3,137
395
$379K 0.04%
+2,068
396
$378K 0.04%
+17,862
397
$377K 0.04%
+1,623
398
$377K 0.04%
+3,508
399
$376K 0.04%
+11,453
400
$375K 0.04%
+2,487
14 15
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