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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.68M 0.38%
10,359
+88
52
$5.65M 0.37%
18,082
-15
53
$5.62M 0.37%
59,955
+9,784
54
$5.59M 0.37%
63,523
-103
55
$5.55M 0.37%
73,324
+2,096
56
$5.54M 0.37%
32,518
-240
57
$5.53M 0.37%
151,851
+7,298
58
$5.51M 0.36%
62,774
+2,808
59
$5.31M 0.35%
55,590
-4,260
60
$5.27M 0.35%
30,835
+2,361
61
$5.2M 0.34%
14,033
+1,066
62
$5.18M 0.34%
25,216
-340
63
$5.18M 0.34%
294,327
-4,978
64
$5.06M 0.33%
48,353
-2,170
65
$5.03M 0.33%
169,251
+72,025
66
$4.95M 0.33%
111,024
-4,582
67
$4.85M 0.32%
51,883
-1,221
68
$4.73M 0.31%
50,740
+4,610
69
$4.71M 0.31%
12,855
-103
70
$4.63M 0.31%
135,221
+46,680
71
$4.61M 0.3%
+258,423
72
$4.52M 0.3%
161,626
+17
73
$4.5M 0.3%
21,492
+137
74
$4.48M 0.3%
8,556
+109
75
$4.44M 0.29%
+376,937
1 2
3
4 5