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
$480M
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.43M
3
+$1.35M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.2M
5
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M

Top Sells

1
+$25.9M
2
+$22.7M
3
+$21.7M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$19M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$18.8M

Sector Composition

1 Financials 7.06%
2 Technology 6.72%
3 Consumer Discretionary 5.81%
4 Communication Services 4.66%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.44%
34,635
-1,326
52
$2.09M 0.43%
9,736
-111
53
$2.05M 0.43%
35,507
+642
54
$2.04M 0.42%
76,399
+25,679
55
$2M 0.42%
17,888
-244
56
$1.93M 0.4%
163,314
-3,690
57
$1.91M 0.4%
16,050
+610
58
$1.9M 0.4%
48,575
+3,758
59
$1.83M 0.38%
20,248
-207,773
60
$1.82M 0.38%
28,725
-20,344
61
$1.77M 0.37%
65,803
-780
62
$1.77M 0.37%
6,503
+181
63
$1.74M 0.36%
12,513
-588
64
$1.74M 0.36%
46,352
+19,568
65
$1.7M 0.35%
54,589
-1,868
66
$1.67M 0.35%
20,742
-393
67
$1.65M 0.34%
56,535
+254
68
$1.65M 0.34%
47,430
-7,644
69
$1.63M 0.34%
6,087
+486
70
$1.63M 0.34%
5,675
+218
71
$1.59M 0.33%
59,805
+5,100
72
$1.59M 0.33%
34,488
+648
73
$1.59M 0.33%
4,065
+267
74
$1.57M 0.33%
38,628
+29,670
75
$1.55M 0.32%
47,656
+1,283
1 2
3
4 5