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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.12M 0.18%
12,180
+7,059
127
$1.12M 0.18%
21,740
-436
128
$1.12M 0.18%
28,375
+560
129
$1.1M 0.18%
35,827
+10,477
130
$1.09M 0.18%
15,800
-915
131
$1.08M 0.18%
6,527
+35
132
$1.06M 0.17%
3,823
+45
133
$1.05M 0.17%
29,294
+6,756
134
$1.05M 0.17%
15,148
+760
135
$1.04M 0.17%
9,279
-154
136
$1.03M 0.17%
19,645
+7,815
137
$1.02M 0.17%
36,360
+1,803
138
$1.01M 0.17%
26,187
+5,614
139
$1.01M 0.17%
7,992
-408
140
$1.01M 0.16%
8,303
+839
141
$1M 0.16%
+77,848
142
$996K 0.16%
2,053
+374
143
$996K 0.16%
32,265
+19,959
144
$995K 0.16%
12,674
+2,070
145
$990K 0.16%
8,915
+1,618
146
$986K 0.16%
5,164
+149
147
$981K 0.16%
47,321
+35,080
148
$972K 0.16%
12,757
+821
149
$966K 0.16%
17,350
-7,980
150
$965K 0.16%
11,614
-128
4 5
6
7 8