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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$132K 0.02%
10,000
427
$129K 0.02%
12,122
428
$108K 0.02%
12,667
429
$104K 0.02%
10,500
430
$98K 0.02%
3,476
431
$91K 0.01%
+12,322
432
$89K 0.01%
13,000
433
$85K 0.01%
1,012
434
$80K 0.01%
16,235
+668
435
$52K 0.01%
2,556
+4
436
$34K 0.01%
2,258
+103
437
– –
-77,102
438
– –
-1,811
439
– –
-4,185
440
– –
-83
441
– –
-976
442
– –
-4,305
443
– –
-5,208
444
– –
-12,085
445
– –
-11,621
446
– –
-4,267
447
– –
-4,784
448
– –
-35,540
449
– –
-5,472
450
– –
-12,625
15 16 17
18
19