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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$439K 0.03%
20,877
+4,150
427
$436K 0.03%
20,811
-2,413
428
$433K 0.03%
6,942
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429
$433K 0.03%
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-8
430
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8,672
+10
431
$431K 0.03%
1,628
-116
432
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3,840
+30
433
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15,904
+2,069
434
$425K 0.03%
11,707
+1,791
435
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21,625
436
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2,453
-26
437
$419K 0.03%
1,760
-10
438
$408K 0.03%
16,876
+147
439
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17,942
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440
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12,887
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443
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9,105
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444
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3,990
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445
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6,871
-221
446
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4,084
+174
447
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42,957
-1,213
448
$389K 0.03%
9,474
+20
449
$386K 0.03%
13,043
450
$386K 0.03%
9,225
+1,761
16 17
18
19 20