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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.42%
16,552
-2,911
52
$1.78M 0.41%
9,546
+850
53
$1.77M 0.41%
55,366
-4,194
54
$1.76M 0.4%
7,326
+607
55
$1.72M 0.39%
24,350
-3,370
56
$1.72M 0.39%
+15,386
57
$1.69M 0.39%
165,102
+4,134
58
$1.66M 0.38%
33,206
+10,164
59
$1.65M 0.38%
29,680
-3,708
60
$1.62M 0.37%
23,172
-8,435
61
$1.61M 0.37%
7,377
+283
62
$1.59M 0.37%
14,984
+3,875
63
$1.59M 0.36%
29,143
-111,553
64
$1.58M 0.36%
45,387
+10,764
65
$1.58M 0.36%
10,457
-759
66
$1.53M 0.35%
10,250
+3,443
67
$1.52M 0.35%
9,232
+342
68
$1.51M 0.35%
55,965
+3,210
69
$1.51M 0.35%
37,906
-2,422
70
$1.49M 0.34%
34,464
-132
71
$1.49M 0.34%
16,137
+5,976
72
$1.48M 0.34%
4,379
+984
73
$1.46M 0.33%
19,844
+1,450
74
$1.46M 0.33%
5,867
+325
75
$1.44M 0.33%
18,583
+1,829
1 2
3
4 5