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
626
$104K 0.01%
13,458
+50
627
$102K 0.01%
28,220
628
$95.9K 0.01%
10,748
-500
629
$94K 0.01%
+535
630
$88K 0.01%
13,073
-535
631
$77.2K 0.01%
12,975
632
$75.9K 0.01%
22,985
-331
633
$66.4K 0.01%
12,276
-17
634
$57.8K ﹤0.01%
+20,795
635
$49.8K ﹤0.01%
22,120
+6,500
636
$37.6K ﹤0.01%
8
637
$33.2K ﹤0.01%
13,088
+2,660
638
$27.2K ﹤0.01%
359
-115
639
$21.2K ﹤0.01%
512
+79
640
$20K ﹤0.01%
11,300
-1,000
641
$15.6K ﹤0.01%
655
-25
642
$14.7K ﹤0.01%
667
643
$13.1K ﹤0.01%
12,500
644
$8.39K ﹤0.01%
2,357
+375
645
$5.7K ﹤0.01%
1,224
646
– –
-2,585
647
– –
-16,099
648
– –
-60
649
– –
-2,866
650
– –
-9,937
24 25
26
27 28