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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$255K 0.02%
4,394
+553
577
$255K 0.02%
1,580
578
$253K 0.02%
8,194
-842
579
$249K 0.02%
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$249K 0.02%
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581
$248K 0.02%
2,014
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582
$247K 0.02%
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583
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584
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585
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10,480
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586
$245K 0.02%
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587
$245K 0.02%
12,529
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588
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589
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590
$244K 0.02%
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594
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596
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598
$238K 0.02%
2,581
599
$236K 0.02%
+2,391
600
$235K 0.02%
+2,221
22 23
24
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