WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.18M 0.32%
240,754
77
$2.04M 0.3%
77,635
+55,562
78
$2.04M 0.3%
14,407
+1,609
79
$2.01M 0.3%
10,252
-3,331
80
$2M 0.29%
14,382
-2,635
81
$2M 0.29%
21,865
+230
82
$1.95M 0.29%
28,939
+1,717
83
$1.95M 0.29%
3,904
+147
84
$1.93M 0.28%
63,840
-2,220
85
$1.92M 0.28%
5,587
-161
86
$1.9M 0.28%
8,452
-206
87
$1.89M 0.28%
49,192
-1,597
88
$1.89M 0.28%
8,491
+2,337
89
$1.85M 0.27%
17,245
-359
90
$1.84M 0.27%
43,604
+17,417
91
$1.82M 0.27%
18,732
-11,492
92
$1.8M 0.26%
35,492
-1,368
93
$1.79M 0.26%
37,859
-5,621
94
$1.77M 0.26%
30,307
-66
95
$1.77M 0.26%
16,670
+920
96
$1.71M 0.25%
30,154
-672
97
$1.68M 0.25%
31,419
+2,748
98
$1.67M 0.25%
29,758
-793
99
$1.64M 0.24%
+79,712
100
$1.63M 0.24%
31,103
-5,139
2 3
4
5 6