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
$1.39B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.56M
3
+$4.53M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.31M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.79M

Top Sells

1
+$2.81M
2
+$2.58M
3
+$1.61M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.07M
5
QQQX icon
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
+$993K

Sector Composition

1 Technology 11.9%
2 Financials 7.62%
3 Consumer Discretionary 5.2%
4 Healthcare 4%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$301K 0.02%
9,499
-57
552
$297K 0.02%
3,166
553
$296K 0.02%
10,326
+344
554
$295K 0.02%
9,748
+218
555
$294K 0.02%
1,308
+11
556
$289K 0.02%
10,137
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557
$288K 0.02%
3,641
+3
558
$288K 0.02%
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559
$287K 0.02%
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+4
560
$287K 0.02%
1,279
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561
$287K 0.02%
7,900
-2,141
562
$286K 0.02%
2,844
563
$285K 0.02%
4,684
+3
564
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+4,480
565
$282K 0.02%
+2,422
566
$281K 0.02%
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567
$281K 0.02%
16,789
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568
$281K 0.02%
4,256
569
$281K 0.02%
4,319
+19
570
$281K 0.02%
2,202
-657
571
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+3,445
572
$277K 0.02%
2,927
-26
573
$276K 0.02%
5,952
+32
574
$274K 0.02%
+1,507
575
$274K 0.02%
+10,761
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