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
826
-5,621
827
-3,802
828
-618