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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.39%
54,894
+300
52
$2.39M 0.39%
24,757
+2,992
53
$2.38M 0.39%
24,761
+576
54
$2.37M 0.39%
17,017
-374
55
$2.33M 0.38%
48,538
+226
56
$2.32M 0.38%
10,690
+42
57
$2.29M 0.37%
15,448
+34
58
$2.22M 0.36%
9,737
+1,920
59
$2.2M 0.36%
11,682
+1,061
60
$2.17M 0.35%
59,410
+10,540
61
$2.12M 0.35%
17,087
+603
62
$2.12M 0.35%
25,996
+14
63
$2.1M 0.34%
8,658
+649
64
$2.05M 0.34%
20,424
+1,790
65
$2.04M 0.33%
17,310
-252
66
$2.04M 0.33%
13,583
-1,648
67
$2.03M 0.33%
66,060
+15
68
$2.01M 0.33%
6,449
+239
69
$2M 0.33%
148,692
-6,090
70
$1.97M 0.32%
240,754
71
$1.94M 0.32%
4,935
-472
72
$1.94M 0.32%
35,629
-1,031
73
$1.94M 0.32%
14,362
+534
74
$1.91M 0.31%
31,743
-393
75
$1.91M 0.31%
80,036
+23,080
1 2
3
4 5