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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$445K 0.04%
13,407
+130
402
$445K 0.04%
4,843
+1,917
403
$444K 0.04%
11,063
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15,261
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405
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406
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6,029
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407
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-40
408
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20,378
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409
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3,139
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410
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8,560
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411
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2,493
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412
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413
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3,942
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414
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+11,846
415
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416
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3,754
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419
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420
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18,200
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421
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43,791
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422
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19,112
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423
$417K 0.04%
36,963
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424
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18,523
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425
$415K 0.04%
11,484
+2,258
15 16
17
18 19