WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.61M 0.24%
75,435
+3,975
102
$1.6M 0.24%
157,290
+146,790
103
$1.6M 0.23%
52,749
-1,557
104
$1.6M 0.23%
16,543
+340
105
$1.57M 0.23%
15,732
-1,619
106
$1.56M 0.23%
3,275
+30
107
$1.53M 0.22%
13,978
-826
108
$1.51M 0.22%
19,297
-3,836
109
$1.48M 0.22%
13,858
-712
110
$1.48M 0.22%
47,980
+12,153
111
$1.45M 0.21%
26,480
+11,814
112
$1.45M 0.21%
42,139
+14,139
113
$1.43M 0.21%
26,659
-224
114
$1.41M 0.21%
16,120
-1,200
115
$1.41M 0.21%
+30,570
116
$1.38M 0.2%
28,725
+525
117
$1.38M 0.2%
6,536
+421
118
$1.37M 0.2%
11,504
-264
119
$1.37M 0.2%
8,253
+946
120
$1.36M 0.2%
41,723
-886
121
$1.35M 0.2%
89,382
-3,312
122
$1.33M 0.19%
19,670
-1,433
123
$1.32M 0.19%
20,794
+1,149
124
$1.32M 0.19%
21,207
-14,422
125
$1.31M 0.19%
2,388
+335
3 4
5
6 7