WWM

Western Wealth Management Portfolio holdings

AUM $1.51B
This Quarter Return
-2.53%
1 Year Return
+10.65%
3 Year Return
+32.39%
5 Year Return
10 Year Return
AUM
$1.51B
AUM Growth
-$24.8M
Cap. Flow
+$32.1M
Cap. Flow %
2.13%
Top 10 Hldgs %
25.61%
Holding
707
New
48
Increased
306
Reduced
284
Closed
31
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$3.11M0.21% 23,639
-12,862
-35%
-$1.69M
$3.06M0.2% 136,125
+6,025
+5%
+$135K
$3.02M0.2% 42,200
-1,837
-4%
-$132K
$3.01M0.2% 136,583
+14,633
+12%
+$323K
$2.97M0.2% 15,759
-103
-0.7%
-$19.4K
$2.97M0.2% 84,964
$2.87M0.19% 6,164
+121
+2%
+$56.3K
$2.84M0.19% 16,984
-376
-2%
-$62.9K
$2.8M0.19% 60,804
+8,036
+15%
+$370K
$2.8M0.18% 16,186
-447
-3%
-$77.2K
$2.78M0.18% 11,056
-83
-0.8%
-$20.9K
$2.77M0.18% 20,430
-256
-1%
-$34.7K
$2.7M0.18% 102,858
+16,394
+19%
+$431K
$2.7M0.18% 43,706
+2,392
+6%
+$148K
$2.69M0.18% 95,143
-2,323
-2%
-$65.7K
$2.69M0.18% 121,849
-3,780
-3%
-$83.5K
$2.67M0.18% 13,357
+513
+4%
+$103K
$2.64M0.17% 21,699
-1,909
-8%
-$233K
$2.62M0.17% 3,294
+118
+4%
+$93.9K
$2.59M0.17% 12,225
-115
-0.9%
-$24.3K
$2.57M0.17% 25,875
+2,805
+12%
+$279K
$2.47M0.16% 49,059
-2,052
-4%
-$103K
$2.44M0.16% 14,732
-2,034
-12%
-$337K
$2.44M0.16% 27,038
+559
+2%
+$50.4K
$2.43M0.16% 12,011
+81
+0.7%
+$16.4K