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
401
$213K 0.03%
5,328
-488
402
$212K 0.03%
7,448
+306
403
$210K 0.03%
1,529
-229
404
$210K 0.03%
+6,221
405
$209K 0.03%
+5,308
406
$208K 0.03%
+2,895
407
$208K 0.03%
+6,548
408
$207K 0.03%
+4,532
409
$205K 0.03%
12,998
+1,624
410
$204K 0.03%
2,517
-1,342
411
$203K 0.03%
+3,138
412
$203K 0.03%
+8,120
413
$202K 0.03%
9,350
414
$202K 0.03%
+3,428
415
$201K 0.03%
+1,679
416
$200K 0.03%
2,536
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417
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-132
418
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419
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12,187
420
$170K 0.03%
16,844
+1,281
421
$169K 0.03%
22,993
-630
422
$162K 0.03%
19,004
-9,946
423
$162K 0.03%
+18,018
424
$155K 0.03%
+18,159
425
$152K 0.02%
61,450
-1,000
15 16
17
18 19