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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.3%
11,216
+4,362
77
$1.96M 0.3%
17,608
-280
78
$1.9M 0.29%
240,754
79
$1.9M 0.29%
8,696
-1,334
80
$1.89M 0.29%
+116,899
81
$1.88M 0.28%
61,072
-4,731
82
$1.86M 0.28%
+204,544
83
$1.86M 0.28%
52,678
-3,857
84
$1.81M 0.27%
62,085
+2,280
85
$1.78M 0.27%
20,502
+7,730
86
$1.76M 0.27%
52,755
-1,834
87
$1.76M 0.27%
8,890
-846
88
$1.75M 0.27%
19,157
-4,805
89
$1.74M 0.26%
5,916
+241
90
$1.7M 0.26%
37,967
+270
91
$1.66M 0.25%
34,612
+124
92
$1.64M 0.25%
50,394
+2,738
93
$1.63M 0.25%
7,094
+975
94
$1.63M 0.25%
5,542
+976
95
$1.6M 0.24%
13,265
-2,785
96
$1.6M 0.24%
18,394
-2,348
97
$1.59M 0.24%
30,676
+2,575
98
$1.58M 0.24%
25,044
-10,463
99
$1.54M 0.23%
19,282
-1,256
100
$1.53M 0.23%
14,042
+390
2 3
4
5 6