WWM

Western Wealth Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$50.6M
2
+$46.5M
3
+$26.3M
4
AMZN icon
Amazon
AMZN
+$21.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$21.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.41%
2 Financials 6.37%
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
476
$290K 0.03%
+3,399
477
$290K 0.03%
+780
478
$289K 0.03%
+6,071
479
$289K 0.03%
+7,688
480
$288K 0.03%
+8,299
481
$287K 0.03%
+7,363
482
$287K 0.03%
+7,150
483
$287K 0.03%
+1,379
484
$287K 0.03%
+1,143
485
$286K 0.03%
+1,152
486
$286K 0.03%
+3,570
487
$286K 0.03%
+9,478
488
$286K 0.03%
+2,384
489
$285K 0.03%
+2,844
490
$280K 0.03%
+2,153
491
$280K 0.03%
+3,855
492
$280K 0.03%
+4,169
493
$279K 0.03%
+12,706
494
$278K 0.03%
+3,612
495
$278K 0.03%
+3,013
496
$277K 0.03%
+1,715
497
$276K 0.03%
+11,307
498
$275K 0.03%
+2,052
499
$274K 0.03%
+11,782
500
$273K 0.03%
+6,603
18 19
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