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
$978M
AUM Growth
-$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$937K
3
+$656K
4
ITW icon
Illinois Tool Works
ITW
+$596K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$544K

Top Sells

1
+$39.4M
2
+$27.6M
3
+$21.1M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$17.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Healthcare 5.14%
4 Consumer Discretionary 4.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.87M 0.19%
13,302
-13,083
127
$1.87M 0.19%
23,452
-18,245
128
$1.86M 0.19%
86,052
-23,566
129
$1.84M 0.19%
99,407
-48,301
130
$1.83M 0.19%
19,272
-10,244
131
$1.82M 0.19%
15,153
-13,848
132
$1.78M 0.18%
60,050
-49,231
133
$1.78M 0.18%
18,076
-17,561
134
$1.77M 0.18%
8,333
-8,342
135
$1.72M 0.18%
45,803
-28,254
136
$1.72M 0.18%
34,235
-25,239
137
$1.71M 0.18%
15,208
-15,734
138
$1.71M 0.17%
38,153
-42,024
139
$1.71M 0.17%
20,779
-21,026
140
$1.7M 0.17%
36,811
+11,752
141
$1.68M 0.17%
52,235
-32,339
142
$1.68M 0.17%
23,311
-15,347
143
$1.67M 0.17%
40,808
-4,092
144
$1.67M 0.17%
68,725
-2,028
145
$1.67M 0.17%
5,112
-4,413
146
$1.66M 0.17%
9,943
-9,947
147
$1.65M 0.17%
22,988
-21,646
148
$1.64M 0.17%
18,710
-7,312
149
$1.62M 0.17%
10,350
-6,396
150
$1.61M 0.16%
6,524
-7,020
4 5
6
7 8