WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$256K 0.02%
+7,950
552
$255K 0.02%
3,239
-931
553
$255K 0.02%
11,915
-7,600
554
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4,116
555
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16,505
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556
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1,532
-21
557
$252K 0.02%
1,948
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558
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559
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560
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561
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14,079
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562
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563
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564
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13,455
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565
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566
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568
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570
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571
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10,662
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572
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573
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+11,493
574
$238K 0.02%
9,738
+1,234
575
$238K 0.02%
+6,928
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