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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$334K 0.02%
10,825
502
$333K 0.02%
4,880
+8
503
$333K 0.02%
11,158
+1,785
504
$331K 0.02%
500
-30
505
$331K 0.02%
6,247
-10
506
$331K 0.02%
7,147
-259
507
$330K 0.02%
11,663
+301
508
$328K 0.02%
7,251
-2,616
509
$326K 0.02%
1,003
+58
510
$324K 0.02%
967
-45
511
$320K 0.02%
19,269
+1,200
512
$320K 0.02%
23,456
+254
513
$319K 0.02%
2,193
-90
514
$319K 0.02%
3,485
-31,675
515
$317K 0.02%
4,139
-2,241
516
$317K 0.02%
7,175
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518
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4,539
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519
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8,827
-2,324
520
$313K 0.02%
2,598
+3
521
$312K 0.02%
+10,913
522
$311K 0.02%
2,359
+251
523
$309K 0.02%
8,243
+44
524
$309K 0.02%
45,930
+1,500
525
$308K 0.02%
6,708
+28
19 20
21
22 23