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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.6M 0.75%
+22,607
27
$7.28M 0.72%
+46,474
28
$6.73M 0.66%
+58,770
29
$5.99M 0.59%
+82,755
30
$5.75M 0.57%
+10,134
31
$5.7M 0.56%
+26,274
32
$5.6M 0.55%
+48,406
33
$5.54M 0.55%
+13,348
34
$5.42M 0.54%
+37,309
35
$5.25M 0.52%
+94,271
36
$5.21M 0.51%
+124,056
37
$5.1M 0.5%
+118,300
38
$4.99M 0.49%
+58,980
39
$4.94M 0.49%
+31,158
40
$4.9M 0.48%
+98,476
41
$4.79M 0.47%
+71,970
42
$4.74M 0.47%
+38,743
43
$4.74M 0.47%
+58,601
44
$4.24M 0.42%
+13,210
45
$4.18M 0.41%
+180,823
46
$4.16M 0.41%
+18,682
47
$4.14M 0.41%
+22,737
48
$4.02M 0.4%
+36,320
49
$4.02M 0.4%
+37,549
50
$4M 0.39%
+71,798
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2
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