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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$653K 0.15%
11,101
-3,100
152
$648K 0.15%
30,635
-1,155
153
$647K 0.15%
12,354
+1,213
154
$640K 0.15%
26,970
+4,840
155
$636K 0.15%
15,055
-210
156
$628K 0.14%
22,390
+13,907
157
$622K 0.14%
24,128
+119
158
$619K 0.14%
12,447
+6,320
159
$616K 0.14%
46,460
-2,200
160
$611K 0.14%
+13,344
161
$609K 0.14%
4,984
+306
162
$602K 0.14%
4,765
-156
163
$593K 0.14%
5,257
+1,548
164
$593K 0.14%
19,807
+37
165
$590K 0.14%
15,124
+2,013
166
$589K 0.14%
17,120
+67
167
$578K 0.13%
3,348
-189
168
$576K 0.13%
10,142
-2,456
169
$575K 0.13%
4,644
+160
170
$573K 0.13%
7,738
-679
171
$566K 0.13%
28,200
-2,370
172
$560K 0.13%
6,204
+2,453
173
$557K 0.13%
25,626
+41
174
$549K 0.13%
14,142
+3,849
175
$547K 0.13%
19,170
+6,971
5 6
7
8 9