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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$962K 0.16%
10,445
-173
152
$946K 0.15%
18,624
+6,677
153
$944K 0.15%
19,150
+4,043
154
$934K 0.15%
11,604
-843
155
$932K 0.15%
3,245
+418
156
$923K 0.15%
11,260
+1,278
157
$904K 0.15%
31,740
-957
158
$902K 0.15%
3,067
+302
159
$893K 0.15%
14,350
-1,935
160
$881K 0.14%
25,291
-1,151
161
$879K 0.14%
17,092
+2,404
162
$872K 0.14%
36,206
-3,560
163
$859K 0.14%
11,152
+849
164
$853K 0.14%
5,181
-114
165
$853K 0.14%
22,076
+2,631
166
$852K 0.14%
17,058
-828
167
$846K 0.14%
28,000
+7,221
168
$835K 0.14%
24,467
-2,031
169
$829K 0.14%
4,600
-61
170
$819K 0.13%
23,859
-2,671
171
$811K 0.13%
31,974
+364
172
$807K 0.13%
+14,666
173
$806K 0.13%
18,688
-242
174
$803K 0.13%
+13,865
175
$795K 0.13%
2,347
-890
5 6
7
8 9