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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.32%
22,086
-2,264
77
$1.68M 0.3%
20,097
+1,514
78
$1.66M 0.3%
5,848
+1,372
79
$1.65M 0.3%
+45,418
80
$1.62M 0.29%
46,702
-8,664
81
$1.61M 0.29%
21,814
+1,970
82
$1.6M 0.29%
16,319
+4,529
83
$1.6M 0.29%
17,562
+29
84
$1.58M 0.29%
7,817
-1,218
85
$1.54M 0.28%
48,870
+21,900
86
$1.54M 0.28%
28,662
+1,783
87
$1.53M 0.28%
+35,540
88
$1.52M 0.28%
17,096
+1,438
89
$1.52M 0.28%
26,276
+1,798
90
$1.52M 0.28%
16,618
+3,112
91
$1.5M 0.27%
30,178
-17,197
92
$1.48M 0.27%
3,402
+650
93
$1.48M 0.27%
35,639
-2,267
94
$1.46M 0.26%
53,592
-2,373
95
$1.44M 0.26%
36,861
+10,399
96
$1.43M 0.26%
240,754
97
$1.4M 0.25%
14,954
+2,823
98
$1.39M 0.25%
23,682
-5,461
99
$1.36M 0.25%
7,280
+2,310
100
$1.36M 0.25%
+77,102
2 3
4
5 6