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
$1.39B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.56M
3
+$4.53M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.31M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.79M

Top Sells

1
+$2.81M
2
+$2.58M
3
+$1.61M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.07M
5
QQQX icon
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
+$993K

Sector Composition

1 Technology 11.9%
2 Financials 7.62%
3 Consumer Discretionary 5.2%
4 Healthcare 4%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$208K 0.02%
+8,504
652
$207K 0.01%
+3,590
653
$207K 0.01%
5,690
-280
654
$206K 0.01%
2,653
+327
655
$205K 0.01%
1,499
-1,332
656
$205K 0.01%
+5,660
657
$204K 0.01%
13,597
+60
658
$204K 0.01%
+4,693
659
$204K 0.01%
+5,613
660
$203K 0.01%
+1,016
661
$202K 0.01%
+4,059
662
$201K 0.01%
+2,101
663
$201K 0.01%
+1,398
664
$201K 0.01%
+1,741
665
$194K 0.01%
18,851
+7,540
666
$189K 0.01%
12,604
-3,992
667
$179K 0.01%
18,948
+8,200
668
$175K 0.01%
11,788
-5,300
669
$175K 0.01%
12,243
+540
670
$167K 0.01%
15,049
671
$166K 0.01%
16,967
-6,712
672
$162K 0.01%
13,156
+409
673
$157K 0.01%
27,709
-8,074
674
$145K 0.01%
16,887
-41
675
$144K 0.01%
13,095
25 26
27
28 29