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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.94M 0.29%
+65,883
77
$2.93M 0.29%
+17,920
78
$2.9M 0.29%
+14,310
79
$2.89M 0.29%
+24,383
80
$2.88M 0.28%
+61,200
81
$2.87M 0.28%
+9,382
82
$2.77M 0.27%
+26,876
83
$2.77M 0.27%
+35,587
84
$2.71M 0.27%
+35,497
85
$2.71M 0.27%
+24,139
86
$2.66M 0.26%
+14,569
87
$2.66M 0.26%
+4,031
88
$2.61M 0.26%
+44,653
89
$2.61M 0.26%
+18,167
90
$2.6M 0.26%
+15,438
91
$2.51M 0.25%
+56,374
92
$2.51M 0.25%
+39,627
93
$2.44M 0.24%
+5,598
94
$2.43M 0.24%
+6,955
95
$2.42M 0.24%
+40,464
96
$2.42M 0.24%
+12,051
97
$2.42M 0.24%
+9,907
98
$2.4M 0.24%
+35,004
99
$2.37M 0.23%
+127,573
100
$2.37M 0.23%
+12,525
2 3
4
5 6