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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.23%
12,387
+3,197
102
$1.02M 0.23%
8,547
+2,226
103
$1.01M 0.23%
67,893
+5,751
104
$1.01M 0.23%
12,319
-387
105
$982K 0.23%
97,692
+5,352
106
$977K 0.22%
16,260
+17
107
$971K 0.22%
16,152
+1,392
108
$971K 0.22%
12,131
+5,050
109
$961K 0.22%
46,401
-14,671
110
$934K 0.21%
32,052
-103,190
111
$930K 0.21%
14,136
-6,366
112
$921K 0.21%
24,642
+1,356
113
$917K 0.21%
9,422
-177
114
$905K 0.21%
26,462
+8,886
115
$901K 0.21%
11,790
+3,416
116
$892K 0.2%
14,819
-21,898
117
$877K 0.2%
2,752
-37
118
$864K 0.2%
37,433
-5,601
119
$855K 0.2%
33,252
-285,304
120
$843K 0.19%
11,765
-343
121
$837K 0.19%
15,017
+5,029
122
$836K 0.19%
10,696
-83,291
123
$826K 0.19%
14,300
+2,280
124
$826K 0.19%
240,754
125
$824K 0.19%
10,312
+3,174
3 4
5
6 7