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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.55M 0.22%
23,745
+2,412
102
$2.52M 0.21%
28,185
-9
103
$2.51M 0.21%
25,315
+1,334
104
$2.46M 0.21%
21,754
-1,241
105
$2.43M 0.21%
35,151
-2,440
106
$2.42M 0.21%
22,190
+80
107
$2.42M 0.21%
15,324
-1,028
108
$2.4M 0.2%
23,123
-122
109
$2.34M 0.2%
11,283
+477
110
$2.34M 0.2%
81,572
-4,186
111
$2.29M 0.2%
30,919
+551
112
$2.29M 0.2%
34,935
-23,358
113
$2.28M 0.19%
64,488
+4,197
114
$2.26M 0.19%
30,450
+1,327
115
$2.21M 0.19%
25,029
-703
116
$2.2M 0.19%
117,552
+15,864
117
$2.17M 0.18%
47,835
+2,809
118
$2.16M 0.18%
4,685
+52
119
$2.14M 0.18%
34,400
-447
120
$2.13M 0.18%
88,164
121
$2.11M 0.18%
5,544
+242
122
$2.11M 0.18%
50,815
+1,038
123
$2.1M 0.18%
10,426
+239
124
$2.03M 0.17%
2,938
+223
125
$2.02M 0.17%
13,970
-1,523
3 4
5
6 7