WWM

Western Wealth Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.98M
3
+$2.51M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.46M
5
GLD icon
SPDR Gold Trust
GLD
+$2.18M

Top Sells

1
+$8.53M
2
+$5.92M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.66M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.98M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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443
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444
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