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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.78M 0.39%
11,824
-12,767
52
$3.72M 0.38%
88,517
-29,681
53
$3.7M 0.38%
77,943
-21,765
54
$3.65M 0.37%
32,352
-33,012
55
$3.57M 0.36%
21,045
-19,327
56
$3.5M 0.36%
37,514
-26,714
57
$3.47M 0.36%
61,740
-59,535
58
$3.45M 0.35%
73,009
-55,973
59
$3.45M 0.35%
47,859
-63,892
60
$3.43M 0.35%
38,634
-40,029
61
$3.43M 0.35%
31,161
-13,733
62
$3.41M 0.35%
9,819
-10,420
63
$3.36M 0.34%
70,579
-45,548
64
$3.29M 0.34%
89,136
-209,047
65
$3.28M 0.33%
135,920
-28,122
66
$3.25M 0.33%
128,880
-69,873
67
$3.24M 0.33%
21,367
-19,432
68
$3.22M 0.33%
220,600
-171,230
69
$3.17M 0.32%
63,357
-632
70
$3.1M 0.32%
69,481
-31,955
71
$3.08M 0.31%
9,285
-9,211
72
$3.07M 0.31%
64,986
-31,854
73
$3.03M 0.31%
60,546
-133,616
74
$3.02M 0.31%
123,205
-122,513
75
$3.01M 0.31%
27,831
-21,577
1 2
3
4 5