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
576
$238K 0.02%
10,825
+450
577
$238K 0.02%
3,509
+60
578
$237K 0.02%
21,505
579
$236K 0.02%
5,441
-580
580
$234K 0.02%
2,705
581
$232K 0.02%
1,511
582
$232K 0.02%
3,957
+57
583
$232K 0.02%
+1,821
584
$231K 0.02%
2,000
585
$231K 0.02%
+4,007
586
$229K 0.02%
1,998
+4
587
$229K 0.02%
2,785
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588
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+4,498
589
$227K 0.02%
150
+1
590
$227K 0.02%
1,033
-49
591
$226K 0.02%
6,518
-616
592
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3,125
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593
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594
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2,862
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595
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6,182
-33,763
596
$223K 0.02%
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597
$222K 0.02%
+4,094
598
$222K 0.02%
1,789
-20
599
$221K 0.02%
2,000
600
$219K 0.02%
+2,575
22 23
24
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