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
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.15M 0.4%
13,417
-7,129
52
$5.09M 0.4%
46,049
+325
53
$4.94M 0.38%
10,255
+22
54
$4.89M 0.38%
32,099
-5,743
55
$4.83M 0.38%
278,774
+2,139
56
$4.8M 0.37%
64,640
-5,903
57
$4.64M 0.36%
28,204
-17,973
58
$4.61M 0.36%
109,479
+969
59
$4.6M 0.36%
61,065
-645
60
$4.55M 0.35%
22,106
-1,019
61
$4.51M 0.35%
159,926
+9,658
62
$4.47M 0.35%
139,900
-3,056
63
$4.16M 0.32%
12,079
-2,333
64
$4.1M 0.32%
8,286
-2,945
65
$4.1M 0.32%
152,487
-70,941
66
$4.01M 0.31%
47,977
+558
67
$4.01M 0.31%
36,432
+28,963
68
$3.99M 0.31%
122,670
+81,857
69
$3.91M 0.3%
99,037
-9,289
70
$3.84M 0.3%
79,708
+18,729
71
$3.78M 0.29%
68,523
-21,328
72
$3.74M 0.29%
32,461
+210
73
$3.7M 0.29%
29,414
-5,675
74
$3.69M 0.29%
20,258
-15,061
75
$3.48M 0.27%
19,260
+709
1 2
3
4 5