WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+11.81%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$449M
AUM Growth
+$77.6M
(+21%)
Cap. Flow
+$37M
Cap. Flow
% of AUM
8.23%
Top 10 Holdings %
Top 10 Hldgs %
24.9%
Holding
396
New
53
Increased
160
Reduced
140
Closed
18
Top Buys
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$4.18M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.77M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.71M |
| 4 |
SPDR S&P Retail ETF
XRT
|
$814K |
| 5 |
Vanguard Growth ETF
VUG
|
$783K |
Sector Composition
| 1 | Financials | 7.29% |
| 2 | Technology | 6.28% |
| 3 | Consumer Discretionary | 6.05% |
| 4 | Communication Services | 4.82% |
| 5 | Healthcare | 3.84% |
