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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.32M 0.23%
+4,094
102
$2.3M 0.23%
+17,762
103
$2.3M 0.23%
+13,768
104
$2.25M 0.22%
+38,292
105
$2.22M 0.22%
+17,149
106
$2.17M 0.21%
+18,474
107
$2.17M 0.21%
+20,466
108
$2.16M 0.21%
+22,819
109
$2.15M 0.21%
+22,829
110
$2.13M 0.21%
+46,026
111
$2.12M 0.21%
+53,813
112
$2.1M 0.21%
+27,332
113
$2.09M 0.21%
+14,811
114
$2.08M 0.21%
+12,895
115
$2.06M 0.2%
+5,369
116
$2.04M 0.2%
+7,230
117
$2.02M 0.2%
+39,547
118
$1.95M 0.19%
+38,672
119
$1.95M 0.19%
+73,687
120
$1.94M 0.19%
+11,179
121
$1.94M 0.19%
+6,609
122
$1.93M 0.19%
+11,139
123
$1.93M 0.19%
+32,659
124
$1.89M 0.19%
+16,120
125
$1.87M 0.18%
+20,129
3 4
5
6 7