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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.38%
25,982
-33,349
52
$2.08M 0.38%
17,391
+839
53
$2.07M 0.38%
8,009
+632
54
$2.07M 0.38%
15,414
+28
55
$2.06M 0.37%
48,312
+2,925
56
$2.04M 0.37%
10,648
+191
57
$2.02M 0.37%
10,964
+1,732
58
$1.99M 0.36%
10,853
+603
59
$1.93M 0.35%
14,708
-276
60
$1.92M 0.35%
36,660
-7,023
61
$1.91M 0.35%
154,782
-10,320
62
$1.88M 0.34%
50,050
-12,740
63
$1.87M 0.34%
18,634
-7,748
64
$1.86M 0.34%
13,828
+3,593
65
$1.86M 0.34%
35,954
+7,913
66
$1.86M 0.34%
66,045
+4,575
67
$1.84M 0.33%
16,484
+347
68
$1.84M 0.33%
32,136
-1,070
69
$1.83M 0.33%
6,210
+343
70
$1.83M 0.33%
36,184
-4,476
71
$1.82M 0.33%
+21,765
72
$1.81M 0.33%
10,621
+5,977
73
$1.8M 0.33%
+44,301
74
$1.78M 0.32%
5,407
-62
75
$1.75M 0.32%
4,790
+411
1 2
3
4 5