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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$484K 0.03%
20,981
-5,150
402
$482K 0.03%
21,207
+7,750
403
$479K 0.03%
5,887
-111
404
$479K 0.03%
3,803
+349
405
$478K 0.03%
7,465
+1,417
406
$478K 0.03%
8,006
+895
407
$476K 0.03%
1,817
+1,023
408
$475K 0.03%
16,470
-1,413
409
$471K 0.03%
20,123
-589
410
$471K 0.03%
4,332
+102
411
$468K 0.03%
9,450
+283
412
$467K 0.03%
1,712
-26
413
$463K 0.03%
10,269
+160
414
$461K 0.03%
4,185
+267
415
$457K 0.03%
1,491
-8
416
$455K 0.03%
15,960
+355
417
$454K 0.03%
1,786
+68
418
$453K 0.03%
9,518
-1,197
419
$452K 0.03%
19,647
-3,552
420
$446K 0.03%
2,422
-158
421
$446K 0.03%
18,880
+5,407
422
$444K 0.03%
31,147
-2,033
423
$442K 0.03%
+17,325
424
$441K 0.03%
3,842
+3
425
$441K 0.03%
2,016
+380
15 16
17
18 19