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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.41%
36,070
+22,205
52
$2.76M 0.4%
18,101
+791
53
$2.7M 0.4%
12,589
+1,375
54
$2.69M 0.39%
10,616
+879
55
$2.56M 0.38%
46,620
-4,486
56
$2.55M 0.37%
48,860
+322
57
$2.53M 0.37%
+43,047
58
$2.53M 0.37%
11,606
+3,223
59
$2.52M 0.37%
5,046
+111
60
$2.5M 0.37%
11,804
+122
61
$2.5M 0.37%
10,372
-318
62
$2.5M 0.37%
49,908
-4,986
63
$2.47M 0.36%
11,548
+2,587
64
$2.47M 0.36%
15,236
-212
65
$2.38M 0.35%
6,775
+326
66
$2.38M 0.35%
62,675
+905
67
$2.37M 0.35%
20,403
-9,894
68
$2.35M 0.34%
53,570
-5,840
69
$2.34M 0.34%
9,993
+1,589
70
$2.29M 0.34%
36,929
-16,336
71
$2.23M 0.33%
147,282
-1,410
72
$2.23M 0.33%
23,176
-2,820
73
$2.21M 0.32%
79,240
-796
74
$2.2M 0.32%
7,207
+3,384
75
$2.2M 0.32%
32,199
+4,178
1 2
3
4 5