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
$973M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.64M
3
+$3.26M
4
MSFT icon
Microsoft
MSFT
+$3.17M
5
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.42M

Top Sells

1
+$1.27M
2
+$1.02M
3
+$943K
4
FSKR
FS KKR Capital Corp. II
FSKR
+$883K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$776K

Sector Composition

1 Technology 10.86%
2 Consumer Discretionary 6.21%
3 Financials 5.54%
4 Communication Services 4.47%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$292K 0.03%
+7,470
502
$290K 0.03%
1,847
-9
503
$290K 0.03%
+4,861
504
$288K 0.03%
3,582
+687
505
$288K 0.03%
3,263
-55
506
$287K 0.03%
1,633
+82
507
$286K 0.03%
4,013
508
$286K 0.03%
2,175
+373
509
$284K 0.03%
3,516
+306
510
$284K 0.03%
+10,675
511
$283K 0.03%
1,505
+66
512
$283K 0.03%
+1,887
513
$283K 0.03%
6,073
+431
514
$283K 0.03%
2,962
+236
515
$281K 0.03%
27,596
+1,406
516
$280K 0.03%
+4,365
517
$278K 0.03%
6,973
518
$278K 0.03%
785
+85
519
$278K 0.03%
2,152
+102
520
$276K 0.03%
4,104
+887
521
$275K 0.03%
+2,854
522
$270K 0.03%
11,232
+596
523
$270K 0.03%
+7,030
524
$270K 0.03%
2,844
+40
525
$270K 0.03%
2,218
+428
19 20
21
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