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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.25%
24,631
+16,775
102
$1.35M 0.24%
13,512
-1,322
103
$1.34M 0.24%
23,833
-5,847
104
$1.33M 0.24%
7,655
+618
105
$1.32M 0.24%
10,001
+1,454
106
$1.32M 0.24%
14,384
+963
107
$1.28M 0.23%
25,330
+2,269
108
$1.28M 0.23%
53,822
-466
109
$1.25M 0.23%
16,249
-11
110
$1.24M 0.23%
12,686
+299
111
$1.22M 0.22%
+56,956
112
$1.21M 0.22%
10,724
-806
113
$1.21M 0.22%
+14,493
114
$1.19M 0.22%
26,530
+9,151
115
$1.18M 0.21%
96,504
-1,188
116
$1.18M 0.21%
13,490
+550
117
$1.18M 0.21%
68,085
+192
118
$1.17M 0.21%
+21,559
119
$1.16M 0.21%
16,320
+2,020
120
$1.14M 0.21%
22,176
-1,454
121
$1.12M 0.2%
10,444
+1,022
122
$1.09M 0.2%
+39,333
123
$1.09M 0.2%
14,846
+710
124
$1.06M 0.19%
27,815
-2,394
125
$1.05M 0.19%
9,433
-1,044
3 4
5
6 7