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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.31M 0.19%
39,892
-1,849
127
$1.3M 0.19%
18,798
-12,945
128
$1.29M 0.19%
15,266
-1,578
129
$1.28M 0.19%
9,348
-1,221
130
$1.25M 0.18%
12,228
+3,654
131
$1.24M 0.18%
11,201
-250
132
$1.24M 0.18%
3,487
-1,104
133
$1.22M 0.18%
8,849
-5,513
134
$1.22M 0.18%
9,179
+876
135
$1.21M 0.18%
17,676
+326
136
$1.2M 0.18%
12,596
-78
137
$1.19M 0.18%
8,152
-7,114
138
$1.16M 0.17%
11,132
+687
139
$1.16M 0.17%
4,344
+917
140
$1.16M 0.17%
14,017
+2,403
141
$1.13M 0.17%
21,888
+148
142
$1.13M 0.17%
12,824
+9,305
143
$1.12M 0.17%
11,138
-7,018
144
$1.11M 0.16%
12,580
+1,428
145
$1.1M 0.16%
4,743
+1,676
146
$1.1M 0.16%
15,505
+1,155
147
$1.09M 0.16%
13,670
+7,916
148
$1.07M 0.16%
17,367
-1,321
149
$1.07M 0.16%
10,684
-9,740
150
$1.06M 0.16%
31,405
-335
4 5
6
7 8