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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.89M 0.31%
21,610
+1,513
77
$1.87M 0.31%
36,860
+676
78
$1.85M 0.3%
50,789
+4,087
79
$1.85M 0.3%
61,770
+108
80
$1.84M 0.3%
3,757
+355
81
$1.83M 0.3%
23,133
+1,319
82
$1.78M 0.29%
43,480
-42,006
83
$1.77M 0.29%
30,373
+4,097
84
$1.77M 0.29%
5,748
-100
85
$1.76M 0.29%
4,591
-199
86
$1.75M 0.29%
34,971
+14,936
87
$1.75M 0.29%
21,635
-451
88
$1.75M 0.29%
17,351
+2,397
89
$1.71M 0.28%
30,826
+6,195
90
$1.68M 0.27%
36,242
-619
91
$1.66M 0.27%
15,266
+4,630
92
$1.66M 0.27%
8,404
+749
93
$1.64M 0.27%
30,551
+373
94
$1.64M 0.27%
28,021
-5,563
95
$1.63M 0.27%
18,156
+3,663
96
$1.62M 0.26%
27,222
+5,663
97
$1.61M 0.26%
14,804
+420
98
$1.61M 0.26%
12,798
+112
99
$1.55M 0.25%
6,154
-1,126
100
$1.54M 0.25%
17,604
+1,285
2 3
4
5 6