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
$449M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.84M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.78M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.15M

Top Sells

1
+$4.18M
2
+$3.77M
3
+$1.71M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$814K
5
VUG icon
Vanguard Growth ETF
VUG
+$783K

Sector Composition

1 Financials 7.29%
2 Technology 6.28%
3 Consumer Discretionary 6.05%
4 Communication Services 4.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.43%
10,201
+118
52
$1.92M 0.43%
20,955
-1,044
53
$1.92M 0.43%
19,200
+2,416
54
$1.89M 0.42%
167,904
-1,620
55
$1.82M 0.41%
17,414
+13,280
56
$1.82M 0.4%
45,268
+18,168
57
$1.8M 0.4%
33,718
+25,041
58
$1.74M 0.39%
+33,961
59
$1.73M 0.39%
34,424
-608
60
$1.72M 0.38%
31,236
-663
61
$1.7M 0.38%
28,325
+2,052
62
$1.68M 0.37%
42,023
+2,773
63
$1.67M 0.37%
64,847
-7,212
64
$1.66M 0.37%
+56,336
65
$1.65M 0.37%
18,988
+2,395
66
$1.65M 0.37%
24,895
-3,070
67
$1.61M 0.36%
6,511
+333
68
$1.6M 0.36%
19,826
+3,874
69
$1.6M 0.36%
20,183
+2,282
70
$1.55M 0.35%
14,374
-1,866
71
$1.53M 0.34%
35,697
-996
72
$1.51M 0.34%
14,849
-37,031
73
$1.51M 0.34%
16,838
+7,249
74
$1.51M 0.34%
33,670
+28,750
75
$1.47M 0.33%
6,246
-17
1 2
3
4 5