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
676
– –
-2,202
677
– –
-8,807
678
– –
-85,369
679
– –
-39,481
680
– –
-4,861
681
– –
-19,838
682
– –
-16,620
683
– –
-84,070
684
– –
-4,566
685
– –
-7,680
686
– –
-5,690
687
– –
-7,478
688
– –
-11,285
689
– –
-3,219
690
– –
-92,637
691
– –
-33,198
692
– –
-38,310
693
– –
-13,095
694
– –
-19,458
695
– –
-63,394
696
– –
-36,000
697
– –
-5,437
698
– –
-30,401
699
– –
-12,975
700
– –
-2,675
26 27
28
29 30