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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
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
576
$206K 0.02%
+1,098
577
$205K 0.02%
+5,714
578
$205K 0.02%
+1,655
579
$204K 0.02%
+2,355
580
$204K 0.02%
+8,058
581
$203K 0.02%
+1,544
582
$200K 0.02%
+2,561
583
$191K 0.02%
+15,382
584
$171K 0.02%
+12,360
585
$161K 0.02%
+10,805
586
$147K 0.01%
+14,463
587
$141K 0.01%
+25,568
588
$131K 0.01%
+11,659
589
$126K 0.01%
+13,080
590
$126K 0.01%
+28,220
591
$115K 0.01%
+1,815
592
$49K ﹤0.01%
+12,479
593
$46K ﹤0.01%
+705
594
$25K ﹤0.01%
+15,000
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