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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.95M 0.65%
292,160
+14,720
27
$3.76M 0.61%
30,845
-42,023
28
$3.61M 0.59%
24,225
+139
29
$3.59M 0.59%
10,099
+154
30
$3.57M 0.58%
12,853
+1,358
31
$3.52M 0.57%
50,052
-3,864
32
$3.4M 0.56%
28,823
-13,113
33
$3.15M 0.51%
30,297
+2,691
34
$3.12M 0.51%
6,231
-215
35
$3.05M 0.5%
40,375
-13,645
36
$3.05M 0.5%
36,620
+64
37
$2.98M 0.49%
8,813
+698
38
$2.95M 0.48%
75,036
+29,618
39
$2.9M 0.47%
30,224
+953
40
$2.89M 0.47%
48,206
+5,809
41
$2.87M 0.47%
149,835
+11,426
42
$2.84M 0.46%
26,271
+20,657
43
$2.81M 0.46%
53,265
-154
44
$2.75M 0.45%
87,489
+10,891
45
$2.68M 0.44%
51,868
+15,914
46
$2.52M 0.41%
51,106
-2,239
47
$2.46M 0.4%
11,214
+250
48
$2.45M 0.4%
16,590
+1,882
49
$2.44M 0.4%
17,061
+2,931
50
$2.43M 0.4%
61,089
+11,039
1
2
3 4 5