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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.3M 0.28%
44,409
-3,903
77
$3.29M 0.28%
71,097
+3,800
78
$3.22M 0.27%
184,623
-6,576
79
$3.17M 0.27%
27,465
+755
80
$3.16M 0.27%
54,837
-30,755
81
$3.15M 0.27%
111,408
-8,881
82
$3.15M 0.27%
96,705
+9,341
83
$3.14M 0.27%
49,976
-462
84
$3.04M 0.26%
82,080
-300,965
85
$3.02M 0.26%
89,441
+3,525
86
$2.95M 0.25%
8,590
-384
87
$2.81M 0.24%
14,991
-559
88
$2.79M 0.24%
55,277
-6,934
89
$2.78M 0.24%
28,423
-920
90
$2.69M 0.23%
130,797
+36,526
91
$2.68M 0.23%
27,482
-1,717
92
$2.66M 0.23%
12,618
-390
93
$2.66M 0.23%
53,984
-630
94
$2.65M 0.23%
14,291
+380
95
$2.64M 0.22%
113,106
+4,514
96
$2.62M 0.22%
36,022
-1,541
97
$2.61M 0.22%
9,497
+286
98
$2.6M 0.22%
24,532
-1,979
99
$2.6M 0.22%
50,359
-8,950
100
$2.55M 0.22%
4,887
-92
2 3
4
5 6