WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.68%
+25,344
27
$2.46M 0.66%
+26,743
28
$2.43M 0.65%
+31,073
29
$2.42M 0.65%
+46,342
30
$2.33M 0.63%
+7,255
31
$2.33M 0.63%
+44,201
32
$2.28M 0.61%
+44,080
33
$2.28M 0.61%
+9,918
34
$2.27M 0.61%
+47,938
35
$2.26M 0.61%
+17,545
36
$2.23M 0.6%
+22,724
37
$2.19M 0.59%
+46,973
38
$2.02M 0.54%
+18,962
39
$1.92M 0.52%
+21,999
40
$1.81M 0.49%
+73,130
41
$1.78M 0.48%
+10,083
42
$1.78M 0.48%
+32,298
43
$1.77M 0.48%
+16,275
44
$1.72M 0.46%
+72,059
45
$1.69M 0.45%
+169,524
46
$1.64M 0.44%
+16,240
47
$1.61M 0.43%
+27,965
48
$1.58M 0.43%
+33,520
49
$1.57M 0.42%
+26,273
50
$1.56M 0.42%
+31,899
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