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
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 0.78%
48,363
-1,660
27
$9.34M 0.73%
63,202
+5,746
28
$8.86M 0.69%
47,440
-1,465
29
$8.25M 0.64%
91,714
+1,949
30
$8.12M 0.63%
29,092
-6,580
31
$8.08M 0.63%
106,065
+2,505
32
$7.9M 0.61%
220,319
+7,279
33
$7.54M 0.59%
15,537
-1,213
34
$7.05M 0.55%
14,666
-3,753
35
$6.78M 0.53%
8,717
-1,727
36
$6.75M 0.52%
71,529
+14,358
37
$6.67M 0.52%
270,990
-12,309
38
$6.66M 0.52%
19,766
+9,772
39
$6.66M 0.52%
57,256
-17,831
40
$6.39M 0.5%
99,592
+4,470
41
$6.33M 0.49%
31,608
-19,323
42
$6.28M 0.49%
11,978
-1,052
43
$6.03M 0.47%
34,301
-12,745
44
$5.87M 0.46%
139,093
-59,611
45
$5.78M 0.45%
35,613
-4,744
46
$5.72M 0.44%
60,995
+962
47
$5.51M 0.43%
59,078
-4,887
48
$5.46M 0.42%
44,303
+10,333
49
$5.44M 0.42%
31,700
-380
50
$5.44M 0.42%
19,308
+3,729
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