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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$221K 0.03%
4,662
-666
427
$217K 0.03%
+2,000
428
$217K 0.03%
13,245
-3,545
429
$217K 0.03%
6,950
-25,315
430
$216K 0.03%
+5,384
431
$214K 0.03%
4,281
-3,591
432
$214K 0.03%
+2,807
433
$214K 0.03%
6,360
-3,638
434
$212K 0.03%
+4,235
435
$210K 0.03%
+3,902
436
$210K 0.03%
1,016
-520
437
$210K 0.03%
+10,005
438
$209K 0.03%
+3,170
439
$208K 0.03%
23,729
+736
440
$208K 0.03%
+2,877
441
$208K 0.03%
+3,600
442
$208K 0.03%
+1,807
443
$205K 0.03%
9,350
444
$205K 0.03%
2,408
-1,640
445
$204K 0.03%
1,777
-1,315
446
$203K 0.03%
1,367
-170
447
$202K 0.03%
+3,133
448
$202K 0.03%
+954
449
$201K 0.03%
+7,690
450
$200K 0.03%
+6,050
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