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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.31%
+26,046
77
$1.16M 0.31%
+10,607
78
$1.13M 0.3%
+34,746
79
$1.12M 0.3%
+27,100
80
$1.11M 0.3%
+48,703
81
$1.09M 0.29%
+5,389
82
$1.09M 0.29%
+13,927
83
$1.09M 0.29%
+15,952
84
$1.08M 0.29%
+23,775
85
$1.04M 0.28%
+5,629
86
$1.04M 0.28%
+17,446
87
$1.01M 0.27%
+10,935
88
$1.01M 0.27%
+14,015
89
$987K 0.27%
+8,675
90
$984K 0.26%
+7,354
91
$980K 0.26%
+10,926
92
$973K 0.26%
+15,041
93
$966K 0.26%
+8,293
94
$964K 0.26%
+3,701
95
$949K 0.26%
+18,500
96
$943K 0.25%
+12,118
97
$930K 0.25%
+11,134
98
$926K 0.25%
+20,776
99
$913K 0.25%
+91,518
100
$894K 0.24%
+11,924
2 3
4
5 6