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
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.57M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$359K 0.03%
1,035
+96
452
$359K 0.03%
873
+3
453
$358K 0.03%
8,758
-55,377
454
$358K 0.03%
4,711
455
$357K 0.03%
2,292
-237
456
$357K 0.03%
6,604
+795
457
$357K 0.03%
549
+1
458
$355K 0.03%
5,889
-167
459
$354K 0.03%
3,411
-4,714
460
$353K 0.03%
29,672
-54,252
461
$349K 0.03%
2,649
-1,081
462
$347K 0.03%
40,936
-12,518
463
$347K 0.03%
3,408
+73
464
$346K 0.03%
15,184
+3,687
465
$344K 0.03%
5,100
-326
466
$342K 0.03%
5,745
-52
467
$342K 0.03%
3,607
-197
468
$341K 0.03%
6,783
-4,802
469
$341K 0.03%
+46,711
470
$339K 0.03%
1,588
+81
471
$338K 0.03%
18,243
-149
472
$338K 0.03%
9,724
+4
473
$337K 0.03%
858
-12
474
$335K 0.03%
14,552
-208
475
$333K 0.03%
4,595
-1,679
17 18
19
20 21