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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.42%
51,444
-14,907
52
$2.76M 0.42%
47,331
-674
53
$2.75M 0.42%
37,849
-752
54
$2.6M 0.39%
27,720
+2,954
55
$2.45M 0.37%
8,496
+3,828
56
$2.43M 0.37%
19,463
-4,513
57
$2.37M 0.36%
65,749
+18,319
58
$2.33M 0.35%
40,229
+911
59
$2.33M 0.35%
34,596
+332
60
$2.31M 0.35%
34,169
-12,713
61
$2.31M 0.35%
36,717
+18,427
62
$2.28M 0.35%
113,734
+46,656
63
$2.24M 0.34%
40,494
-10,910
64
$2.24M 0.34%
59,560
+13,208
65
$2.23M 0.34%
15,306
-1,364
66
$2.22M 0.34%
6,807
-30
67
$2.18M 0.33%
51,885
+3,310
68
$2.17M 0.33%
40,328
-2,751
69
$2.16M 0.33%
33,388
+9,599
70
$2.15M 0.33%
29,004
+279
71
$2.15M 0.33%
42,325
-1,106
72
$2.12M 0.32%
44,471
-1,886
73
$2.06M 0.31%
160,968
-2,346
74
$2.01M 0.3%
14,038
+1,525
75
$2.01M 0.3%
6,719
+216
1 2
3
4 5