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
$1.29B
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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.57M
5
SPYG icon
State Street 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
476
$333K 0.03%
10,462
+325
477
$332K 0.03%
20,293
-220
478
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3,169
+3
479
$328K 0.03%
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480
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1,308
481
$327K 0.03%
90
+1
482
$326K 0.03%
+14,438
483
$324K 0.03%
15,809
+4,050
484
$322K 0.03%
2,017
+21
485
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3,527
-114
486
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15,109
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487
$320K 0.02%
9,748
488
$317K 0.02%
+4,857
489
$317K 0.02%
6,563
-8,968
490
$317K 0.02%
15,594
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491
$316K 0.02%
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14,862
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495
$311K 0.02%
1,145
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496
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4,687
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$309K 0.02%
10,496
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498
$309K 0.02%
2,844
499
$304K 0.02%
9,378
-121
500
$304K 0.02%
4,591
-399
18 19
20
21 22