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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$260K 0.03%
10,256
-11,408
502
$259K 0.03%
17,143
-20,359
503
$259K 0.03%
2,864
-6,948
504
$259K 0.03%
1,681
-1,681
505
$259K 0.03%
7,893
-5,397
506
$257K 0.03%
2,627
-3,105
507
$256K 0.03%
5,835
-6,683
508
$256K 0.03%
9,058
-1,966
509
$255K 0.03%
4,053
-6,195
510
$255K 0.03%
15,838
-15,732
511
$255K 0.03%
13,828
-1,392
512
$252K 0.03%
13,945
-14,345
513
$252K 0.03%
7,276
-5,125
514
$251K 0.03%
11,006
-11,446
515
$251K 0.03%
6,442
-6,773
516
$251K 0.03%
3,916
-5,636
517
$248K 0.03%
7,478
-12,718
518
$247K 0.03%
7,637
-9,169
519
$247K 0.03%
10,255
-12,048
520
$245K 0.03%
+5,187
521
$244K 0.02%
4,700
-3,700
522
$242K 0.02%
2,954
-3,933
523
$241K 0.02%
13,904
-14,789
524
$240K 0.02%
1,275
-1,453
525
$240K 0.02%
+9,683
19 20
21
22 23