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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$46.5M
3
+$26.3M
4
AMZN icon
Amazon
AMZN
+$21.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$21.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.41%
2 Financials 6.37%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$343K 0.03%
+3,426
427
$343K 0.03%
+4,171
428
$340K 0.03%
+24,183
429
$340K 0.03%
+4,377
430
$340K 0.03%
+5,834
431
$339K 0.03%
+1,198
432
$339K 0.03%
+12,669
433
$337K 0.03%
+1,370
434
$336K 0.03%
+16,488
435
$334K 0.03%
+6,953
436
$334K 0.03%
+4,711
437
$334K 0.03%
+11,171
438
$332K 0.03%
+3,493
439
$332K 0.03%
+7,643
440
$331K 0.03%
+20,000
441
$331K 0.03%
+3,908
442
$330K 0.03%
+10,078
443
$330K 0.03%
+9,319
444
$329K 0.03%
+4,089
445
$324K 0.03%
+5,996
446
$323K 0.03%
+3,891
447
$323K 0.03%
+3,460
448
$323K 0.03%
+10,382
449
$322K 0.03%
+6,336
450
$319K 0.03%
+2,948
16 17
18
19 20