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
401
$370K 0.04%
+3,089
402
$368K 0.04%
+888
403
$367K 0.04%
+6,047
404
$367K 0.04%
+934
405
$366K 0.04%
+13,515
406
$365K 0.04%
+5,065
407
$363K 0.04%
+1,912
408
$363K 0.04%
+3,477
409
$360K 0.04%
+1,224
410
$360K 0.04%
+3,520
411
$360K 0.04%
+6,245
412
$359K 0.04%
+4,542
413
$359K 0.04%
+6,193
414
$358K 0.04%
+19,943
415
$358K 0.04%
+1,623
416
$355K 0.04%
+3,934
417
$355K 0.04%
+6,752
418
$353K 0.03%
+2,142
419
$352K 0.03%
+1,490
420
$351K 0.03%
+4,567
421
$350K 0.03%
+15,085
422
$350K 0.03%
+4,378
423
$347K 0.03%
+2,343
424
$344K 0.03%
+41,701
425
$344K 0.03%
+7,604
15 16
17
18 19