WWM

Western Wealth Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$46.5M
3
+$26.3M
4
AMZN icon
Amazon
AMZN
+$21.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$21.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.41%
2 Financials 6.37%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$226K 0.02%
+7,181
552
$226K 0.02%
+4,490
553
$225K 0.02%
+10,190
554
$224K 0.02%
+1,440
555
$223K 0.02%
+2,200
556
$223K 0.02%
+1,584
557
$221K 0.02%
+10,326
558
$221K 0.02%
+3,067
559
$218K 0.02%
+315
560
$218K 0.02%
+3,201
561
$218K 0.02%
+4,549
562
$217K 0.02%
+1,767
563
$216K 0.02%
+3,808
564
$216K 0.02%
+2,070
565
$215K 0.02%
+264
566
$215K 0.02%
+783
567
$214K 0.02%
+8,541
568
$214K 0.02%
+3,910
569
$213K 0.02%
+5,187
570
$211K 0.02%
+1,646
571
$211K 0.02%
+3,841
572
$211K 0.02%
+5,464
573
$211K 0.02%
+8,518
574
$210K 0.02%
+3,210
575
$207K 0.02%
+9,483
20 21 22
23
24