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
626
$188K 0.01%
13,725
+569
627
$173K 0.01%
29,252
+1,543
628
$166K 0.01%
15,049
629
$157K 0.01%
16,887
630
$143K 0.01%
10,800
-400
631
$118K 0.01%
10,745
+1,317
632
$92.4K 0.01%
21,530
633
$82.2K 0.01%
11,270
634
$76.9K 0.01%
37,888
635
$67.9K 0.01%
23,413
-4,807
636
$32.3K ﹤0.01%
24,120
637
$30.2K ﹤0.01%
795
+98
638
$24.9K ﹤0.01%
798
+50
639
$15.4K ﹤0.01%
+10,027
640
$12.6K ﹤0.01%
12,500
641
$11.7K ﹤0.01%
655
642
$7.23K ﹤0.01%
667
643
$6.77K ﹤0.01%
424
-136
644
– –
-4,236
645
– –
-1,527
646
– –
-15,876
647
– –
-16,967
648
– –
-20,332
649
– –
-3,590
650
– –
-12,539
24 25
26
27 28