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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$201K 0.01%
+1,179
652
$195K 0.01%
10,156
+1
653
$179K 0.01%
16,959
-60
654
$176K 0.01%
24,909
655
$175K 0.01%
20,322
-725
656
$169K 0.01%
15,049
657
$168K 0.01%
11,609
-1,000
658
$164K 0.01%
10,892
659
$161K 0.01%
16,905
-350
660
$161K 0.01%
20,000
661
$156K 0.01%
10,250
-2,000
662
$153K 0.01%
+14,898
663
$138K 0.01%
23,500
+3,600
664
$135K 0.01%
13,068
-6,113
665
$125K 0.01%
10,008
-302
666
$124K 0.01%
14,624
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667
$81.8K 0.01%
+11,499
668
$70.5K ﹤0.01%
20,505
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669
$61.8K ﹤0.01%
+25,000
670
$47.6K ﹤0.01%
45,288
671
$40.1K ﹤0.01%
18,840
672
$18.6K ﹤0.01%
+23,562
673
$12.8K ﹤0.01%
12,500
674
$12.3K ﹤0.01%
21,120
675
$7.61K ﹤0.01%
629
-75
25 26
27
28 29