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
551
$217K 0.02%
2,824
-3,064
552
$216K 0.02%
3,190
-7,004
553
$216K 0.02%
1,007
-1,105
554
$216K 0.02%
3,487
-3,518
555
$216K 0.02%
4,652
-4,561
556
$214K 0.02%
1,946
-2,161
557
$213K 0.02%
20,544
-7,789
558
$212K 0.02%
4,037
-7,911
559
$211K 0.02%
7,320
-8,020
560
$211K 0.02%
12,775
-14,055
561
$211K 0.02%
+5,175
562
$211K 0.02%
+12,595
563
$210K 0.02%
5,427
-7,758
564
$209K 0.02%
1,162
-1,179
565
$209K 0.02%
3,969
-3,431
566
$208K 0.02%
16,984
-22,170
567
$208K 0.02%
3,388
-8,873
568
$208K 0.02%
3,253
-4,123
569
$207K 0.02%
2,050
-2,524
570
$206K 0.02%
2,946
-1,934
571
$205K 0.02%
3,555
-2,845
572
$205K 0.02%
3,121
-3,149
573
$205K 0.02%
2,102
-5,988
574
$204K 0.02%
822
-528
575
$202K 0.02%
2,002
-2,414
21 22
23
24 25