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
$1.39B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.56M
3
+$4.53M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.31M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.79M

Top Sells

1
+$2.81M
2
+$2.58M
3
+$1.61M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.07M
5
QQQX icon
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
+$993K

Sector Composition

1 Technology 11.9%
2 Financials 7.62%
3 Consumer Discretionary 5.2%
4 Healthcare 4%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$386K 0.03%
+1,711
477
$385K 0.03%
947
+43
478
$382K 0.03%
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-27
479
$381K 0.03%
9,193
+1,605
480
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33,198
-3,772
481
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+11,375
482
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10,157
483
$377K 0.03%
311
484
$377K 0.03%
7,240
-4,735
485
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$376K 0.03%
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487
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488
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37,638
-6,279
490
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497
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16,201
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498
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3,019
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499
$365K 0.03%
17,682
+1,659
500
$364K 0.03%
1,833
-213
18 19
20
21 22