WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.04M 0.16%
22,592
-1,237
127
$2.03M 0.16%
17,876
-4,158
128
$1.99M 0.15%
31,166
-10,464
129
$1.98M 0.15%
7,761
-14
130
$1.95M 0.15%
14,872
-2,708
131
$1.94M 0.15%
3,608
+101
132
$1.93M 0.15%
25,261
-669
133
$1.92M 0.15%
9,957
-3,081
134
$1.92M 0.15%
33,048
+5,847
135
$1.92M 0.15%
24,005
+2,586
136
$1.92M 0.15%
5,976
+3,052
137
$1.91M 0.15%
40,215
-2,415
138
$1.9M 0.15%
35,928
+6,572
139
$1.89M 0.15%
17,128
-132
140
$1.89M 0.15%
17,316
-223
141
$1.87M 0.15%
20,277
-2,325
142
$1.83M 0.14%
5,863
-3,723
143
$1.83M 0.14%
14,043
-435
144
$1.82M 0.14%
36,297
-57,307
145
$1.82M 0.14%
14,844
-12,454
146
$1.8M 0.14%
39,544
+2,543
147
$1.78M 0.14%
100,856
+769
148
$1.73M 0.13%
15,114
-222
149
$1.72M 0.13%
88,994
-15,572
150
$1.71M 0.13%
8,351
-590
4 5
6
7 8