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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.05M 0.19%
16,715
+1,896
127
$1.05M 0.19%
3,237
+1,729
128
$1.03M 0.19%
8,400
-1,189
129
$1.03M 0.19%
14,130
-30
130
$1.01M 0.18%
12,447
+682
131
$1M 0.18%
25,125
+483
132
$976K 0.18%
11,742
-577
133
$974K 0.18%
3,778
+661
134
$967K 0.18%
18,930
-135
135
$967K 0.18%
34,557
+12,167
136
$937K 0.17%
11,366
-5,300
137
$927K 0.17%
15,500
+1,036
138
$926K 0.17%
16,285
+1,230
139
$920K 0.17%
39,766
-6,635
140
$902K 0.16%
10,636
+4,387
141
$900K 0.16%
+20,035
142
$878K 0.16%
6,492
+2,143
143
$873K 0.16%
10,618
+6,386
144
$869K 0.16%
14,388
-1,764
145
$864K 0.16%
14,688
-329
146
$863K 0.16%
32,697
-2,926
147
$862K 0.16%
+6,290
148
$856K 0.16%
26,498
-6,754
149
$847K 0.15%
4,448
+1,107
150
$835K 0.15%
+11,936
4 5
6
7 8