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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.42M 0.16%
+38,081
127
$2.37M 0.16%
90,337
-14,481
128
$2.36M 0.16%
38,171
-730
129
$2.33M 0.15%
20,864
-2,026
130
$2.32M 0.15%
24,958
+10,132
131
$2.31M 0.15%
4,541
+463
132
$2.3M 0.15%
11,523
-432
133
$2.26M 0.15%
105,291
-21,937
134
$2.26M 0.15%
41,305
-2,441
135
$2.25M 0.15%
31,706
-1,609
136
$2.24M 0.15%
32,887
+2,979
137
$2.23M 0.15%
21,215
-268
138
$2.22M 0.15%
12,984
+540
139
$2.2M 0.15%
26,932
+774
140
$2.2M 0.15%
9,126
-2
141
$2.19M 0.14%
55,569
+1,195
142
$2.17M 0.14%
8,068
-12
143
$2.17M 0.14%
2,291
+284
144
$2.17M 0.14%
28,588
-2,027
145
$2.16M 0.14%
21,008
-7,714
146
$2.14M 0.14%
51,177
-7,928
147
$2.14M 0.14%
4,314
+810
148
$2.13M 0.14%
13,890
-62
149
$2.1M 0.14%
22,733
-353
150
$2.08M 0.14%
45,921
-322
4 5
6
7 8