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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.42%
+39,250
52
$1.53M 0.41%
+31,054
53
$1.53M 0.41%
+6,178
54
$1.49M 0.4%
+5,539
55
$1.47M 0.4%
+35,032
56
$1.45M 0.39%
+14,113
57
$1.45M 0.39%
+16,784
58
$1.44M 0.39%
+36,693
59
$1.44M 0.39%
+68,122
60
$1.43M 0.39%
+8,353
61
$1.38M 0.37%
+16,593
62
$1.38M 0.37%
+28,165
63
$1.37M 0.37%
+46,719
64
$1.36M 0.37%
+13,629
65
$1.33M 0.36%
+11,860
66
$1.3M 0.35%
+24,043
67
$1.3M 0.35%
+10,793
68
$1.3M 0.35%
+17,901
69
$1.28M 0.34%
+11,883
70
$1.27M 0.34%
+55,455
71
$1.27M 0.34%
+38,146
72
$1.25M 0.33%
+28,774
73
$1.22M 0.33%
+26,548
74
$1.2M 0.32%
+23,000
75
$1.18M 0.32%
+6,263
1 2
3
4 5