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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.39%
+22,824
52
$3.76M 0.37%
+14,041
53
$3.76M 0.37%
+23,104
54
$3.64M 0.36%
+21,314
55
$3.62M 0.36%
+69,787
56
$3.62M 0.36%
+24,980
57
$3.6M 0.35%
+48,267
58
$3.56M 0.35%
+9,899
59
$3.5M 0.35%
+89,485
60
$3.48M 0.34%
+58,635
61
$3.39M 0.33%
+178,662
62
$3.38M 0.33%
+52,511
63
$3.35M 0.33%
+9,204
64
$3.22M 0.32%
+14,218
65
$3.13M 0.31%
+31,443
66
$3.13M 0.31%
+58,755
67
$3.12M 0.31%
+23,037
68
$3.11M 0.31%
+33,535
69
$3.09M 0.3%
+6,113
70
$3.08M 0.3%
+51,531
71
$3.07M 0.3%
+28,482
72
$3.06M 0.3%
+19,728
73
$3.06M 0.3%
+24,915
74
$2.99M 0.3%
+17,736
75
$2.99M 0.29%
+49,820
1 2
3
4 5