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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.24%
8,961
-1,892
102
$1.46M 0.24%
15,750
-868
103
$1.44M 0.24%
26,883
-1,779
104
$1.36M 0.22%
8,383
+734
105
$1.36M 0.22%
16,203
-46
106
$1.35M 0.22%
21,103
-2,579
107
$1.32M 0.22%
71,460
+3,375
108
$1.32M 0.22%
28,200
+3,075
109
$1.31M 0.21%
54,306
+484
110
$1.3M 0.21%
28,671
-15,630
111
$1.29M 0.21%
9,324
-677
112
$1.29M 0.21%
21,747
-2,086
113
$1.28M 0.21%
6,115
+1,667
114
$1.27M 0.21%
17,320
+1,000
115
$1.26M 0.21%
42,609
-10,983
116
$1.25M 0.2%
14,570
-276
117
$1.25M 0.2%
10,569
-155
118
$1.23M 0.2%
11,768
-1,744
119
$1.23M 0.2%
92,694
-3,810
120
$1.23M 0.2%
11,451
+1,007
121
$1.21M 0.2%
16,844
-252
122
$1.21M 0.2%
7,307
+1,017
123
$1.2M 0.2%
30,490
-25,011
124
$1.14M 0.19%
41,741
+2,408
125
$1.14M 0.19%
12,347
-1,143
3 4
5
6 7