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
401
$244K 0.04%
+3,490
402
$244K 0.04%
1,807
-409
403
$240K 0.04%
+787
404
$239K 0.04%
6,299
-1,668
405
$239K 0.04%
+2,990
406
$237K 0.03%
5,005
+6
407
$236K 0.03%
+6,978
408
$236K 0.03%
4,046
-463
409
$235K 0.03%
+4,239
410
$235K 0.03%
2,718
-1,524
411
$234K 0.03%
+2,580
412
$233K 0.03%
10,216
-71
413
$232K 0.03%
+1,641
414
$232K 0.03%
3,066
-5,641
415
$229K 0.03%
+1,531
416
$229K 0.03%
9,012
-1,193
417
$228K 0.03%
11,617
-1,381
418
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+10,260
419
$228K 0.03%
1,447
-402
420
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+5,702
421
$226K 0.03%
3,005
+469
422
$225K 0.03%
+1,990
423
$223K 0.03%
9,822
-1,024
424
$223K 0.03%
2,406
+87
425
$222K 0.03%
3,019
-266
15 16
17
18 19