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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$287K 0.03%
3,145
-1,585
477
$286K 0.03%
893
-654
478
$283K 0.03%
10,481
-9,859
479
$282K 0.03%
9,248
-9,128
480
$279K 0.03%
2,059
-2,491
481
$279K 0.03%
3,665
-3,404
482
$278K 0.03%
5,429
-5,692
483
$274K 0.03%
10,903
-10,613
484
$274K 0.03%
7,675
-7,675
485
$273K 0.03%
6,624
-7,383
486
$273K 0.03%
1,875
-2,044
487
$271K 0.03%
8,709
-7,950
488
$271K 0.03%
5,902
-5,865
489
$270K 0.03%
18,279
-18,045
490
$270K 0.03%
5,964
-7,541
491
$269K 0.03%
6,850
-8,402
492
$267K 0.03%
27,435
-29,936
493
$267K 0.03%
2,537
-2,733
494
$266K 0.03%
2,844
-2,844
495
$266K 0.03%
3,545
-1,288
496
$265K 0.03%
14,389
-15,105
497
$264K 0.03%
6,938
-7,069
498
$262K 0.03%
6,099
-7,037
499
$262K 0.03%
2,425
-2,578
500
$262K 0.03%
4,261
-4,178
18 19
20
21 22