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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.25%
29,373
-29,515
102
$2.48M 0.25%
16,371
-20,011
103
$2.46M 0.25%
30,182
-44,081
104
$2.45M 0.25%
12,847
-10,221
105
$2.42M 0.25%
24,417
-13,497
106
$2.41M 0.25%
58,801
-46,675
107
$2.39M 0.24%
28,599
-21,311
108
$2.37M 0.24%
27,272
-20,600
109
$2.32M 0.24%
8,824
-2,644
110
$2.28M 0.23%
94,472
-3,998
111
$2.18M 0.22%
46,670
-41,190
112
$2.18M 0.22%
4,479
-3,061
113
$2.17M 0.22%
29,112
-15,581
114
$2.16M 0.22%
117,478
-121,656
115
$2.16M 0.22%
27,485
-26,983
116
$2.16M 0.22%
10,084
-4,690
117
$2.06M 0.21%
28,650
-52,573
118
$2.04M 0.21%
39,532
+8,331
119
$1.99M 0.2%
22,141
+10,412
120
$1.97M 0.2%
31,990
-49,825
121
$1.95M 0.2%
9,121
-9,281
122
$1.95M 0.2%
13,068
-6,160
123
$1.89M 0.19%
24,119
-411
124
$1.88M 0.19%
2,658
-1,143
125
$1.87M 0.19%
47,895
-45,785
3 4
5
6 7