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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$303K 0.03%
+7,642
502
$302K 0.03%
4,711
503
$302K 0.03%
+6,990
504
$299K 0.03%
5,304
-46
505
$297K 0.03%
+3,524
506
$297K 0.03%
15,207
-1,632
507
$296K 0.03%
15,772
508
$295K 0.03%
5,772
-25
509
$293K 0.03%
3,352
+2
510
$291K 0.02%
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511
$290K 0.02%
5,539
+701
512
$289K 0.02%
8,185
+23
513
$287K 0.02%
27,668
+84
514
$286K 0.02%
2,090
-19
515
$284K 0.02%
6,650
+458
516
$283K 0.02%
+2,625
517
$281K 0.02%
5,992
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518
$281K 0.02%
10,665
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519
$280K 0.02%
1,275
520
$280K 0.02%
+4,043
521
$278K 0.02%
8,381
+273
522
$276K 0.02%
689
-34
523
$274K 0.02%
3,368
-45
524
$273K 0.02%
2,970
-558
525
$272K 0.02%
4,653
19 20
21
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