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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.18M 0.18%
+16,243
127
$1.18M 0.18%
92,340
+6,006
128
$1.16M 0.18%
14,201
+1,813
129
$1.15M 0.17%
10,458
-651
130
$1.12M 0.17%
19,322
+7,554
131
$1.11M 0.17%
19,702
+4,311
132
$1.08M 0.16%
183,200
+12,920
133
$1.07M 0.16%
33,190
-27,680
134
$1.07M 0.16%
15,335
-2,776
135
$1.03M 0.16%
13,504
+25
136
$1.02M 0.16%
12,706
+51
137
$1.01M 0.15%
17,053
-411
138
$1.01M 0.15%
11,579
-1,003
139
$988K 0.15%
12,598
-712
140
$985K 0.15%
7,852
-215
141
$980K 0.15%
5,377
+2,514
142
$973K 0.15%
9,599
+669
143
$935K 0.14%
6,849
+3,876
144
$931K 0.14%
9,190
-312
145
$922K 0.14%
23,286
+1,425
146
$920K 0.14%
2,789
+100
147
$894K 0.14%
14,760
+156
148
$877K 0.13%
+14,932
149
$873K 0.13%
18,183
+13,249
150
$870K 0.13%
19,770
+2,230
4 5
6
7 8