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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.08M 0.69%
176,047
+22,465
27
$7.99M 0.68%
33,645
+899
28
$7.52M 0.64%
46,649
+139
29
$7.42M 0.63%
191,002
+67,098
30
$7.03M 0.6%
40,439
-145
31
$6.9M 0.59%
56,315
-605
32
$6.82M 0.58%
46,869
+1,717
33
$6.13M 0.52%
19,738
-816
34
$6.12M 0.52%
36,970
-694
35
$5.66M 0.48%
68,863
-6,051
36
$5.56M 0.47%
13,640
-272
37
$5.45M 0.46%
225,509
+56,879
38
$5.37M 0.46%
90,378
+802
39
$5.26M 0.45%
11,901
+86
40
$5.01M 0.43%
41,435
+1,825
41
$4.97M 0.42%
10,336
+278
42
$4.93M 0.42%
132,596
+2,898
43
$4.88M 0.42%
36,246
-1,706
44
$4.87M 0.42%
45,399
+1,018
45
$4.87M 0.42%
16,961
+1,554
46
$4.78M 0.41%
16,029
-74
47
$4.76M 0.41%
30,244
-497
48
$4.59M 0.39%
68,844
+17,340
49
$4.51M 0.39%
45,294
-2,183
50
$4.47M 0.38%
74,187
+2,112
1
2
3 4 5