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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$386K 0.04%
+8,178
402
$385K 0.04%
1,758
-1,889
403
$383K 0.04%
8,246
+12
404
$381K 0.04%
7,446
-955
405
$380K 0.04%
+46,817
406
$379K 0.04%
5,853
-2,949
407
$379K 0.04%
6,024
-17,687
408
$377K 0.04%
14,127
-20,919
409
$375K 0.04%
3,775
-3,443
410
$375K 0.04%
33,583
+10,000
411
$375K 0.04%
10,896
-11,698
412
$374K 0.04%
1,797
-366
413
$373K 0.04%
3,244
-763
414
$370K 0.04%
1,489
-951
415
$369K 0.04%
11,807
-18,159
416
$368K 0.04%
12,336
-15,266
417
$366K 0.04%
30,320
-12,069
418
$361K 0.04%
6,557
-8,341
419
$358K 0.04%
2,717
-4,316
420
$357K 0.04%
1,227
-983
421
$357K 0.04%
3,355
-5,632
422
$353K 0.04%
4,164
-4,514
423
$347K 0.04%
12,095
-8,476
424
$346K 0.04%
15,226
-53,045
425
$346K 0.04%
2,982
-4,311
15 16
17
18 19