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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.23%
17,289
+404
102
$1.5M 0.23%
23,042
-11,593
103
$1.49M 0.23%
11,816
+844
104
$1.49M 0.23%
+108,480
105
$1.47M 0.22%
24,068
+1,491
106
$1.47M 0.22%
10,161
-30
107
$1.45M 0.22%
38,369
-2,243
108
$1.43M 0.22%
23,838
+13,892
109
$1.43M 0.22%
5,469
-200
110
$1.41M 0.21%
+90,944
111
$1.4M 0.21%
34,623
+6,914
112
$1.4M 0.21%
11,109
+616
113
$1.38M 0.21%
26,606
-486
114
$1.34M 0.2%
13,969
-2,089
115
$1.34M 0.2%
12,442
+2,120
116
$1.32M 0.2%
3,395
-670
117
$1.32M 0.2%
26,118
-478
118
$1.31M 0.2%
12,931
-1,744
119
$1.3M 0.2%
10,875
+1,473
120
$1.3M 0.2%
10,148
-340
121
$1.26M 0.19%
43,034
-33,365
122
$1.26M 0.19%
11,662
+81
123
$1.21M 0.18%
16,754
+16
124
$1.2M 0.18%
62,142
-2,544
125
$1.19M 0.18%
12,108
+12
3 4
5
6 7