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
576
$202K 0.02%
8,199
-132
577
$201K 0.02%
+3,913
578
$200K 0.02%
1,312
-2,457
579
$167K 0.02%
15,049
-31,638
580
$164K 0.02%
10,295
-10,645
581
$163K 0.02%
25,326
-14,354
582
$149K 0.02%
13,095
-523
583
$146K 0.01%
21,475
-2,975
584
$144K 0.01%
11,583
-52
585
$141K 0.01%
18,111
-3,044
586
$139K 0.01%
12,422
-12,422
587
$136K 0.01%
16,713
-22,187
588
$125K 0.01%
25,306
-2,560
589
$124K 0.01%
15,716
-2,874
590
$119K 0.01%
28,220
-28,220
591
$115K 0.01%
25,568
-25,568
592
$112K 0.01%
20,000
-20,000
593
$101K 0.01%
12,572
-14,952
594
$98.3K 0.01%
11,248
-11,248
595
$88.2K 0.01%
12,000
-12,000
596
$79.7K 0.01%
12,798
-12,638
597
$77.9K 0.01%
23,816
-22,216
598
$69.5K 0.01%
11,381
-11,381
599
$29.7K ﹤0.01%
474
-398
600
$29.3K ﹤0.01%
1,357
-606
22 23
24
25 26