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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$344K 0.04%
802
-1,298
427
$343K 0.04%
15,606
-4,518
428
$343K 0.04%
1,625
-1,413
429
$341K 0.03%
+16,607
430
$341K 0.03%
+9,566
431
$340K 0.03%
10,157
-10,157
432
$340K 0.03%
12,309
-9,378
433
$339K 0.03%
13,618
-13,495
434
$338K 0.03%
7,574
-7,288
435
$337K 0.03%
39,200
-3,200
436
$335K 0.03%
3,722
-4,724
437
$335K 0.03%
7,026
-20,040
438
$335K 0.03%
3,940
-3,936
439
$334K 0.03%
2,467
-2,516
440
$333K 0.03%
4,938
-4,971
441
$333K 0.03%
4,610
-3,771
442
$332K 0.03%
8,672
-7,980
443
$329K 0.03%
34,681
-34,803
444
$328K 0.03%
9,530
-9,530
445
$326K 0.03%
1,385
-1,801
446
$324K 0.03%
5,847
-6,074
447
$320K 0.03%
4,806
-7,411
448
$318K 0.03%
25,860
-20,589
449
$318K 0.03%
16,468
-16,198
450
$317K 0.03%
2,385
-1,476
16 17
18
19 20