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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.33%
28,041
-2,635
77
$1.42M 0.33%
9,035
+3,658
78
$1.4M 0.32%
26,879
+273
79
$1.38M 0.32%
24,478
+4,776
80
$1.32M 0.3%
5,469
81
$1.32M 0.3%
14,834
+3,959
82
$1.31M 0.3%
42,241
+27,740
83
$1.29M 0.3%
194,680
+11,480
84
$1.26M 0.29%
10,235
+87
85
$1.24M 0.28%
61,470
-615
86
$1.2M 0.28%
16,666
-942
87
$1.19M 0.27%
17,533
+244
88
$1.19M 0.27%
23,630
-2,488
89
$1.14M 0.26%
11,530
+4,681
90
$1.14M 0.26%
54,288
+1,610
91
$1.14M 0.26%
9,589
-98,399
92
$1.13M 0.26%
15,658
+2,393
93
$1.11M 0.25%
10,477
-1,185
94
$1.1M 0.25%
23,061
-1,007
95
$1.09M 0.25%
49,394
-1,000
96
$1.08M 0.25%
13,506
+1,064
97
$1.07M 0.25%
30,209
+12,776
98
$1.06M 0.24%
4,476
-4,020
99
$1.05M 0.24%
13,421
+1,842
100
$1.04M 0.24%
12,940
-1,029
2 3
4
5 6