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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.01M 0.17%
54,779
+4,142
127
$2.01M 0.17%
20,849
+345
128
$2M 0.17%
9,028
+393
129
$2M 0.17%
23,595
-105
130
$1.99M 0.17%
11,039
+435
131
$1.97M 0.17%
31,790
-855
132
$1.96M 0.17%
104,373
+1,337
133
$1.94M 0.17%
40,722
-9,152
134
$1.9M 0.16%
13,394
+264
135
$1.9M 0.16%
72,552
-1,544
136
$1.88M 0.16%
25,021
+2,034
137
$1.88M 0.16%
9,184
+898
138
$1.88M 0.16%
16,488
+1,200
139
$1.85M 0.16%
44,424
+3,245
140
$1.84M 0.16%
11,303
-1,858
141
$1.83M 0.16%
44,171
+911
142
$1.83M 0.16%
6,094
+3,151
143
$1.82M 0.16%
9,837
-106
144
$1.78M 0.15%
67,097
+5,397
145
$1.76M 0.15%
40,050
-5,860
146
$1.75M 0.15%
76,972
-8,810
147
$1.75M 0.15%
15,856
+806
148
$1.75M 0.15%
3,837
+211
149
$1.73M 0.15%
38,152
+428
150
$1.72M 0.15%
124,561
+104,561
4 5
6
7 8