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
476
– –
-2,967
477
– –
-11,262
478
– –
-10,225
479
– –
-2,556
480
– –
-2,588
481
– –
-3,476
482
– –
-7,812
483
– –
-935
484
– –
-2,258
485
– –
-13,805
486
– –
-7,448
487
– –
-8,118
488
– –
-12,667
489
– –
-5,490
490
– –
-12,187
491
– –
-11,130
492
– –
-2,110
493
– –
-1,503
494
– –
-3,886
495
– –
-21,947
496
– –
-77,848
497
– –
-3,198
498
– –
-16,076
499
– –
-19,004
500
– –
-15,959
16 17 18 19
20