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
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.26%
28,674
-1,875
77
$3.31M 0.26%
21,008
-11,138
78
$3.29M 0.26%
54,393
-303
79
$3.28M 0.26%
65,235
+3,063
80
$3.22M 0.25%
8,086
-199
81
$3.11M 0.24%
42,869
-2,652
82
$3.11M 0.24%
143,217
+12,039
83
$3.1M 0.24%
81,787
-5,222
84
$3.04M 0.24%
10,087
+2,088
85
$3.03M 0.24%
22,935
-6,359
86
$3.01M 0.23%
145,740
-73,302
87
$2.95M 0.23%
11,312
+363
88
$2.94M 0.23%
42,843
+966
89
$2.93M 0.23%
48,639
-20,862
90
$2.91M 0.23%
35,641
+10,550
91
$2.86M 0.22%
6,163
+31
92
$2.84M 0.22%
23,066
-269
93
$2.78M 0.22%
84,964
94
$2.76M 0.21%
69,364
+2,108
95
$2.75M 0.21%
20,200
+3,513
96
$2.73M 0.21%
44,662
-23,781
97
$2.71M 0.21%
12,878
-2,891
98
$2.7M 0.21%
41,018
-7,798
99
$2.68M 0.21%
16,426
-795
100
$2.67M 0.21%
16,853
-11,015
2 3
4
5 6