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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.11M 0.21%
23,639
-12,862
102
$3.06M 0.2%
136,125
+6,025
103
$3.02M 0.2%
42,200
-1,837
104
$3.01M 0.2%
136,583
+14,633
105
$2.97M 0.2%
15,759
-103
106
$2.97M 0.2%
84,964
107
$2.87M 0.19%
6,164
+121
108
$2.84M 0.19%
16,984
-376
109
$2.8M 0.19%
60,804
+8,036
110
$2.8M 0.19%
16,186
-447
111
$2.78M 0.18%
11,056
-83
112
$2.77M 0.18%
20,430
-256
113
$2.7M 0.18%
102,858
+16,394
114
$2.7M 0.18%
43,706
+2,392
115
$2.69M 0.18%
95,143
-2,323
116
$2.69M 0.18%
121,849
-3,780
117
$2.67M 0.18%
13,357
+513
118
$2.64M 0.17%
21,699
-1,909
119
$2.62M 0.17%
3,294
+118
120
$2.59M 0.17%
12,225
-115
121
$2.57M 0.17%
25,875
+2,805
122
$2.47M 0.16%
49,059
-2,052
123
$2.44M 0.16%
14,732
-2,034
124
$2.44M 0.16%
27,038
+559
125
$2.43M 0.16%
12,011
+81
3 4
5
6 7