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
$480M
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.43M
3
+$1.35M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.2M
5
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M

Top Sells

1
+$25.9M
2
+$22.7M
3
+$21.7M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$19M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$18.8M

Sector Composition

1 Financials 7.06%
2 Technology 6.72%
3 Consumer Discretionary 5.81%
4 Communication Services 4.66%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 0.68%
66,351
-1,589
27
$3.04M 0.63%
50,589
+8,196
28
$3.03M 0.63%
73,482
+210
29
$2.98M 0.62%
26,344
-140,772
30
$2.98M 0.62%
23,976
-1,785
31
$2.95M 0.61%
46,882
-639
32
$2.86M 0.6%
76,486
+13,590
33
$2.81M 0.58%
46,200
+1,680
34
$2.79M 0.58%
51,404
+487
35
$2.78M 0.58%
48,005
+2,003
36
$2.66M 0.55%
22,543
-864
37
$2.64M 0.55%
26,296
-1,940
38
$2.6M 0.54%
6,837
+365
39
$2.59M 0.54%
38,601
-2
40
$2.46M 0.51%
240,754
-15,067
41
$2.32M 0.48%
10,030
-1,003
42
$2.3M 0.48%
34,264
43
$2.3M 0.48%
46,357
-4,919
44
$2.27M 0.47%
43,079
+2,804
45
$2.21M 0.46%
43,431
-6,117
46
$2.2M 0.46%
24,766
-178
47
$2.18M 0.45%
23,962
+295
48
$2.18M 0.45%
23,390
+15,315
49
$2.16M 0.45%
39,318
+967
50
$2.16M 0.45%
16,670
-451
1
2
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