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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$627K 0.17%
+13,367
152
$622K 0.17%
+14,104
153
$622K 0.17%
+5,370
154
$615K 0.17%
+8,430
155
$611K 0.16%
+24,267
156
$600K 0.16%
+15,661
157
$600K 0.16%
+19,314
158
$578K 0.16%
+24,773
159
$577K 0.16%
+18,773
160
$573K 0.15%
+8,611
161
$560K 0.15%
+26,127
162
$559K 0.15%
+10,573
163
$557K 0.15%
+4,214
164
$553K 0.15%
+4,014
165
$553K 0.15%
+3,554
166
$550K 0.15%
+24,780
167
$535K 0.14%
+23,040
168
$530K 0.14%
+4,880
169
$528K 0.14%
+8,958
170
$526K 0.14%
+20,939
171
$512K 0.14%
+6,905
172
$506K 0.14%
+14,957
173
$504K 0.14%
+5,485
174
$495K 0.13%
+15,010
175
$492K 0.13%
+11,356
5 6
7
8 9