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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 0.68%
52,726
-6,384
27
$2.91M 0.67%
50,520
-9,820
28
$2.76M 0.63%
31,628
+12,471
29
$2.67M 0.61%
9,351
+3,435
30
$2.66M 0.61%
26,382
-3,391
31
$2.63M 0.6%
17,811
+3,773
32
$2.55M 0.59%
19,139
+16,325
33
$2.5M 0.57%
56,565
+16,071
34
$2.38M 0.55%
18,258
+2,952
35
$2.36M 0.54%
20,461
-61,225
36
$2.34M 0.54%
62,750
+29,560
37
$2.32M 0.53%
57,393
+5,949
38
$2.25M 0.52%
38,052
-19,669
39
$2.24M 0.51%
136,593
+22,859
40
$2.23M 0.51%
47,375
+44
41
$2.19M 0.5%
55,720
+11,249
42
$2.18M 0.5%
26,871
+13,940
43
$2.17M 0.5%
18,951
-6,510
44
$2.1M 0.48%
23,286
+2,309
45
$2.05M 0.47%
62,790
+10,905
46
$2.01M 0.46%
43,683
+18,639
47
$2.01M 0.46%
22,703
-105,288
48
$1.99M 0.46%
33,513
+4,509
49
$1.98M 0.45%
40,660
-1,665
50
$1.96M 0.45%
70,653
+4,904
1
2
3 4 5