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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$755K 0.2%
+10,081
127
$748K 0.2%
+27,769
128
$744K 0.2%
+8,755
129
$738K 0.2%
+7,525
130
$735K 0.2%
+11,921
131
$733K 0.2%
+8,053
132
$729K 0.2%
+10,158
133
$723K 0.19%
+34,825
134
$722K 0.19%
+10,503
135
$720K 0.19%
+35,660
136
$707K 0.19%
+13,167
137
$702K 0.19%
+5,506
138
$674K 0.18%
+9,116
139
$670K 0.18%
+4,165
140
$669K 0.18%
+10,419
141
$660K 0.18%
+25,509
142
$660K 0.18%
+11,623
143
$658K 0.18%
+17,135
144
$653K 0.18%
+31,419
145
$650K 0.17%
+32,526
146
$649K 0.17%
+12,556
147
$647K 0.17%
+2,777
148
$640K 0.17%
+4,030
149
$638K 0.17%
+4,653
150
$632K 0.17%
+6,621
4 5
6
7 8