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
526
$308K 0.02%
5,073
527
$306K 0.02%
2,804
-40
528
$305K 0.02%
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529
$304K 0.02%
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4,683
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531
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2,359
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533
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534
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9,606
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536
$292K 0.02%
467
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537
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538
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540
$288K 0.02%
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4,305
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546
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547
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548
$278K 0.02%
1,874
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549
$278K 0.02%
6,413
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550
$277K 0.02%
3,244
+53
20 21
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