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
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.57M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$301K 0.02%
3,183
-411
502
$300K 0.02%
2,397
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503
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2,287
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504
$299K 0.02%
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505
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5,596
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506
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13,000
-7,000
507
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508
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-53
509
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510
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-47
511
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3,982
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512
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5,383
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513
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+12,477
514
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10,138
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515
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511
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516
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519
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520
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4,955
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521
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11,241
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522
$284K 0.02%
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523
$281K 0.02%
7,318
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524
$281K 0.02%
+8,185
525
$279K 0.02%
1,729
+51
19 20
21
22 23