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
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.63M 0.2%
80,575
+3,463
102
$2.6M 0.2%
14,525
-1,598
103
$2.6M 0.2%
20,398
-7,163
104
$2.58M 0.2%
101,491
-1,778
105
$2.57M 0.2%
4,232
-1,497
106
$2.55M 0.2%
70,516
-7,824
107
$2.55M 0.2%
24,067
-188
108
$2.54M 0.2%
49,418
-2,781
109
$2.51M 0.2%
27,384
+2,789
110
$2.47M 0.19%
24,372
+494
111
$2.46M 0.19%
18,726
-153
112
$2.44M 0.19%
13,022
+924
113
$2.44M 0.19%
32,574
-999
114
$2.42M 0.19%
19,978
-2,919
115
$2.33M 0.18%
40,198
+1,703
116
$2.31M 0.18%
33,038
+200
117
$2.3M 0.18%
13,589
-20,802
118
$2.3M 0.18%
54,813
-66,593
119
$2.26M 0.18%
3,888
-953
120
$2.2M 0.17%
4,359
+803
121
$2.17M 0.17%
9,647
-147
122
$2.13M 0.17%
42,736
-36,647
123
$2.11M 0.16%
9,172
-259
124
$2.11M 0.16%
12,037
-4,243
125
$2.09M 0.16%
14,946
-4
3 4
5
6 7