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
601
$213K 0.02%
3,767
-38
602
$211K 0.02%
+4,170
603
$211K 0.02%
+2,000
604
$210K 0.02%
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605
$207K 0.02%
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606
$206K 0.02%
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607
$205K 0.02%
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608
$205K 0.02%
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-37
609
$205K 0.02%
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610
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611
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612
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5,921
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613
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+10,375
614
$194K 0.02%
17,068
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615
$193K 0.02%
40,542
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616
$182K 0.02%
15,694
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619
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18,934
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620
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621
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622
$133K 0.01%
16,928
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623
$129K 0.01%
16,412
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624
$127K 0.01%
19,875
-1,100
625
$123K 0.01%
12,000
23 24
25
26 27