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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$232K 0.02%
2,824
577
$232K 0.02%
1,845
+263
578
$231K 0.02%
+4,603
579
$231K 0.02%
1,182
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580
$229K 0.02%
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-178
581
$229K 0.02%
3,615
-3,380
582
$229K 0.02%
+3,305
583
$228K 0.02%
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584
$228K 0.02%
4,917
+20
585
$228K 0.02%
7,764
-300
586
$227K 0.02%
+3,879
587
$225K 0.02%
2,296
+2
588
$225K 0.02%
8,765
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589
$224K 0.02%
10,795
590
$222K 0.02%
21,956
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591
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594
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4,055
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595
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2,740
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597
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598
$215K 0.02%
+1,188
599
$214K 0.02%
6,982
+3
600
$213K 0.02%
+11,575
22 23
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