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
$1.39B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.56M
3
+$4.53M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.31M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.79M

Top Sells

1
+$2.81M
2
+$2.58M
3
+$1.61M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.07M
5
QQQX icon
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
+$993K

Sector Composition

1 Technology 11.9%
2 Financials 7.62%
3 Consumer Discretionary 5.2%
4 Healthcare 4%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.77M 0.2%
16,280
+472
102
$2.76M 0.2%
28,763
+452
103
$2.74M 0.2%
41,877
-207
104
$2.74M 0.2%
23,335
-342
105
$2.73M 0.2%
18,551
+590
106
$2.73M 0.2%
34,536
-2,412
107
$2.7M 0.19%
52,199
-7,495
108
$2.68M 0.19%
60,979
+11,394
109
$2.66M 0.19%
16,123
+946
110
$2.65M 0.19%
26,810
+3,600
111
$2.65M 0.19%
10,949
+1,772
112
$2.64M 0.19%
9,153
-47
113
$2.57M 0.19%
17,221
+3,148
114
$2.57M 0.19%
50,878
-685
115
$2.57M 0.19%
4,841
-169
116
$2.56M 0.18%
123,428
+4,392
117
$2.56M 0.18%
22,897
-1,111
118
$2.53M 0.18%
3,121
+50
119
$2.53M 0.18%
77,112
+34,120
120
$2.53M 0.18%
41,630
+6,980
121
$2.52M 0.18%
103,269
-1,653
122
$2.52M 0.18%
6,132
-32
123
$2.48M 0.18%
53,923
+4,281
124
$2.46M 0.18%
27,298
-131
125
$2.41M 0.17%
9,803
-73
3 4
5
6 7