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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 0.69%
36,223
+26,198
27
$3.75M 0.68%
54,020
-7,963
28
$3.68M 0.67%
53,916
+1,190
29
$3.62M 0.66%
50,305
-6,480
30
$3.41M 0.62%
24,086
+5,828
31
$3.32M 0.6%
85,486
-5,749
32
$3.02M 0.55%
9,945
+594
33
$2.97M 0.54%
6,446
+171
34
$2.89M 0.52%
11,495
+1,949
35
$2.79M 0.51%
29,271
-2,357
36
$2.65M 0.48%
27,606
+735
37
$2.64M 0.48%
277,440
+82,760
38
$2.59M 0.47%
55,501
-219
39
$2.55M 0.46%
138,409
+1,816
40
$2.54M 0.46%
42,397
+4,345
41
$2.54M 0.46%
53,419
-3,974
42
$2.43M 0.44%
36,556
+2,092
43
$2.4M 0.44%
8,115
+789
44
$2.38M 0.43%
53,345
-3,220
45
$2.33M 0.42%
61,662
+29,610
46
$2.32M 0.42%
76,598
+5,945
47
$2.28M 0.41%
24,185
+899
48
$2.18M 0.4%
33,584
+71
49
$2.18M 0.4%
15,231
-3,720
50
$2.14M 0.39%
54,594
+29,010
1
2
3 4 5