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
526
$239K 0.02%
1,459
-1,427
527
$238K 0.02%
1,508
-3,283
528
$236K 0.02%
8,500
-7,950
529
$236K 0.02%
3,449
-3,442
530
$235K 0.02%
16,558
-15,438
531
$235K 0.02%
1,345
-1,410
532
$234K 0.02%
18,361
-15,824
533
$233K 0.02%
2,000
-519
534
$232K 0.02%
2,833
-3,367
535
$231K 0.02%
4,739
-4,731
536
$231K 0.02%
8,641
-9,018
537
$230K 0.02%
10,795
-10,795
538
$230K 0.02%
3,586
-3,586
539
$229K 0.02%
30,393
-5,764
540
$229K 0.02%
2,672
-6,271
541
$229K 0.02%
4,562
-6,093
542
$229K 0.02%
17,088
-17,088
543
$225K 0.02%
4,885
-4,649
544
$225K 0.02%
671
-1,308
545
$219K 0.02%
7,373
-7,374
546
$219K 0.02%
1,538
-1,413
547
$218K 0.02%
7,189
-7,189
548
$218K 0.02%
2,294
-2,419
549
$218K 0.02%
3,731
-284
550
$218K 0.02%
2,108
-2,014
20 21
22
23 24