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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.85M 0.18%
+35,580
127
$1.78M 0.18%
+31,300
128
$1.78M 0.18%
+15,443
129
$1.78M 0.18%
+8,735
130
$1.78M 0.18%
+6,082
131
$1.75M 0.17%
+18,652
132
$1.74M 0.17%
+6,834
133
$1.69M 0.17%
+35,199
134
$1.69M 0.17%
+27,520
135
$1.65M 0.16%
+6,997
136
$1.64M 0.16%
+61,071
137
$1.63M 0.16%
+25,334
138
$1.63M 0.16%
+21,368
139
$1.62M 0.16%
+2,442
140
$1.61M 0.16%
+85,410
141
$1.6M 0.16%
+10,883
142
$1.59M 0.16%
+12,289
143
$1.5M 0.15%
+5,791
144
$1.48M 0.15%
+18,342
145
$1.48M 0.15%
+40,596
146
$1.48M 0.15%
+4,265
147
$1.48M 0.15%
+13,393
148
$1.48M 0.15%
+13,887
149
$1.47M 0.14%
+19,249
150
$1.45M 0.14%
+49,868
4 5
6
7 8