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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.23M 0.28%
126,650
+48,630
77
$4.23M 0.28%
34,629
-296
78
$4.22M 0.28%
63,619
+481
79
$4.19M 0.28%
126,091
+7,506
80
$3.99M 0.26%
48,791
+6,332
81
$3.96M 0.26%
120,082
-17,540
82
$3.88M 0.26%
135,832
+9,086
83
$3.88M 0.26%
9,237
+1,535
84
$3.82M 0.25%
35,078
+709
85
$3.57M 0.24%
63,139
+3,776
86
$3.55M 0.24%
85,123
+2,295
87
$3.55M 0.24%
106,944
+9,405
88
$3.53M 0.23%
26,265
-175
89
$3.46M 0.23%
9,812
-936
90
$3.46M 0.23%
27,198
-1,398
91
$3.45M 0.23%
35,738
+1,328
92
$3.42M 0.23%
37,257
+9,613
93
$3.3M 0.22%
11,446
+2,108
94
$3.29M 0.22%
19,801
+530
95
$3.23M 0.21%
12,050
+736
96
$3.2M 0.21%
24,820
+723
97
$3.19M 0.21%
42,748
+2,685
98
$3.17M 0.21%
22,558
+525
99
$3.13M 0.21%
44,038
+1,431
100
$3.11M 0.21%
36,900
-4,179
2 3
4
5 6