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
601
$218K 0.02%
11,638
+28
602
$218K 0.02%
1,399
+1
603
$217K 0.02%
10,295
-500
604
$216K 0.02%
5,590
-740
605
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+2,984
606
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1,386
607
$216K 0.02%
+13,935
608
$214K 0.02%
3,192
-13,338
609
$213K 0.02%
6,815
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610
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+7,915
611
$213K 0.02%
13,597
612
$212K 0.02%
+4,884
613
$211K 0.02%
+5,554
614
$210K 0.02%
3,014
-5,008
615
$209K 0.02%
+1,117
616
$209K 0.02%
2,445
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617
$208K 0.02%
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618
$208K 0.02%
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$207K 0.02%
5,674
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620
$206K 0.02%
1,442
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621
$203K 0.02%
5,973
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622
$201K 0.02%
+6,665
623
$200K 0.02%
12,609
+5
624
$200K 0.02%
1,004
-12
625
$193K 0.02%
11,788
23 24
25
26 27