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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 0.62%
82,094
+30,226
27
$4.06M 0.6%
44,161
-5,891
28
$4M 0.59%
306,480
+14,320
29
$3.94M 0.58%
30,910
+4,639
30
$3.89M 0.57%
179,022
-36,463
31
$3.83M 0.56%
10,167
+68
32
$3.75M 0.55%
85,424
+10,388
33
$3.61M 0.53%
178,716
+28,881
34
$3.56M 0.52%
59,354
+11,148
35
$3.56M 0.52%
41,286
+911
36
$3.51M 0.51%
99,972
+12,483
37
$3.25M 0.48%
+32,246
38
$3.23M 0.47%
36,584
-36
39
$3.18M 0.47%
26,877
+2,120
40
$3.05M 0.45%
8,539
-274
41
$3.04M 0.45%
19,287
-4,938
42
$3.02M 0.44%
55,780
-6,530
43
$3.01M 0.44%
54,517
+19,546
44
$2.96M 0.43%
11,134
-1,719
45
$2.96M 0.43%
25,008
-3,815
46
$2.95M 0.43%
18,296
+1,706
47
$2.91M 0.43%
22,924
-1,837
48
$2.88M 0.42%
64,193
+3,104
49
$2.86M 0.42%
32,290
-18,373
50
$2.85M 0.42%
15,746
-1,341
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