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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.47M 1.13%
148,976
+134,284
27
$7.29M 1.11%
69,040
+2,763
28
$7.26M 1.1%
58,242
+3,143
29
$5.81M 0.88%
96,304
+7,941
30
$5.06M 0.77%
53,615
+48,937
31
$5.01M 0.76%
24,404
-2,545
32
$4.96M 0.75%
59,110
-2,089
33
$4.45M 0.67%
+73,882
34
$4.24M 0.64%
96,194
-15,704
35
$4.22M 0.64%
25,461
-1,376
36
$4.17M 0.63%
49,754
-10,984
37
$4.12M 0.62%
67,105
-2,959
38
$4.11M 0.62%
+45,576
39
$4M 0.61%
60,340
+14,140
40
$3.91M 0.59%
20,799
+693
41
$3.47M 0.53%
57,721
+7,132
42
$3.19M 0.48%
75,235
+58,329
43
$3.16M 0.48%
71,652
-1,830
44
$3.09M 0.47%
+86,127
45
$3.01M 0.46%
+35,946
46
$2.98M 0.45%
29,773
+3,477
47
$2.93M 0.44%
31,607
+8,217
48
$2.92M 0.44%
20,977
-1,566
49
$2.89M 0.44%
56,749
+44,839
50
$2.8M 0.42%
+51,568
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