WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1 +$52.3M
2 +$52.1M
3 +$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$272K 0.03%
+1,346
502
$272K 0.03%
+1,935
503
$271K 0.03%
+5,269
504
$271K 0.03%
+5,096
505
$270K 0.03%
+3,206
506
$270K 0.03%
+1,331
507
$270K 0.03%
+5,423
508
$269K 0.03%
+4,569
509
$268K 0.03%
+1,715
510
$262K 0.03%
+4,386
511
$260K 0.03%
+2,410
512
$257K 0.03%
+1,625
513
$255K 0.03%
+6,386
514
$254K 0.03%
+8,309
515
$252K 0.02%
+6,420
516
$251K 0.02%
+2,543
517
$250K 0.02%
+6,978
518
$250K 0.02%
+6,801
519
$250K 0.02%
+6,720
520
$247K 0.02%
+2,798
521
$246K 0.02%
+1,017
522
$245K 0.02%
+7,670
523
$245K 0.02%
+2,836
524
$244K 0.02%
+719
525
$244K 0.02%
+1,616