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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$806K 0.18%
10,025
+3,396
127
$801K 0.18%
19,065
-217
128
$789K 0.18%
27,059
+20,913
129
$779K 0.18%
14,464
-4,858
130
$775K 0.18%
25,584
+4,992
131
$747K 0.17%
5,573
+1,430
132
$745K 0.17%
6,699
+827
133
$744K 0.17%
35,848
134
$740K 0.17%
9,731
-4,311
135
$735K 0.17%
7,594
+2,699
136
$734K 0.17%
7,748
-2,710
137
$734K 0.17%
9,289
-1,339
138
$723K 0.17%
35,623
-2,746
139
$711K 0.16%
4,970
+1,126
140
$703K 0.16%
34,034
141
$687K 0.16%
4,975
+128
142
$687K 0.16%
7,039
-813
143
$685K 0.16%
20,234
-17,733
144
$685K 0.16%
3,117
+475
145
$677K 0.16%
7,037
+923
146
$667K 0.15%
22,145
+1,819
147
$666K 0.15%
17,092
+3,648
148
$660K 0.15%
17,379
+2,044
149
$659K 0.15%
29,915
+10,478
150
$657K 0.15%
12,917
-587
4 5
6
7 8