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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$353K 0.02%
7,081
+104
477
$353K 0.02%
9,830
478
$352K 0.02%
670
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479
$351K 0.02%
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480
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18,900
482
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8,448
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483
$347K 0.02%
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484
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485
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3,348
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487
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488
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$345K 0.02%
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490
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496
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497
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1,138
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$335K 0.02%
5,839
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499
$335K 0.02%
+691
500
$334K 0.02%
3,565
+100
18 19
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