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
451
$317K 0.03%
3,189
-12,488
452
$314K 0.03%
6,137
-5,148
453
$313K 0.03%
+5,740
454
$308K 0.03%
6,084
-1,990
455
$306K 0.03%
4,111
-532
456
$305K 0.03%
13,856
-12,677
457
$304K 0.03%
19,078
-1,074
458
$304K 0.03%
18,195
-17,495
459
$304K 0.03%
+16,000
460
$304K 0.03%
5,407
-5,723
461
$302K 0.03%
10,686
-8,666
462
$301K 0.03%
4,224
-5,972
463
$300K 0.03%
8,924
-10,483
464
$299K 0.03%
2,138
-2,122
465
$298K 0.03%
4,711
-4,711
466
$296K 0.03%
3,815
-7,725
467
$296K 0.03%
11,680
-10,418
468
$296K 0.03%
16,022
-18,902
469
$294K 0.03%
15,024
-38,013
470
$294K 0.03%
6,462
-6,462
471
$293K 0.03%
+2,585
472
$292K 0.03%
13,223
-11,503
473
$292K 0.03%
3,474
-4,144
474
$288K 0.03%
2,195
-1,941
475
$287K 0.03%
13,237
-13,047
17 18
19
20 21