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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.33M 0.37%
271,022
+6,766
52
$4.32M 0.37%
32,042
-666
53
$4.3M 0.37%
53,944
+6,075
54
$4.27M 0.36%
157,118
+6,203
55
$4.18M 0.36%
8,907
+512
56
$4.18M 0.36%
121,497
+1,962
57
$4.14M 0.35%
76,020
+2,171
58
$4.13M 0.35%
23,176
-306
59
$4.12M 0.35%
61,082
+26,032
60
$4.04M 0.34%
63,390
+435
61
$4M 0.34%
32,164
-160
62
$3.99M 0.34%
77,103
+2,109
63
$3.89M 0.33%
32,700
+963
64
$3.87M 0.33%
9,851
+205
65
$3.85M 0.33%
91,937
-13,298
66
$3.7M 0.32%
80,063
+4,834
67
$3.69M 0.31%
152,484
+15,414
68
$3.63M 0.31%
12,819
-924
69
$3.59M 0.31%
73,278
+56,913
70
$3.55M 0.3%
23,396
+373
71
$3.48M 0.3%
42,933
-11,310
72
$3.47M 0.3%
91,989
+2,169
73
$3.36M 0.29%
66,273
-2,542
74
$3.33M 0.28%
60,230
+21,810
75
$3.33M 0.28%
63,573
-1,770
1 2
3
4 5