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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.05M 0.15%
+23,070
152
$1.04M 0.15%
16,555
-5,192
153
$1.04M 0.15%
6,459
-68
154
$1.04M 0.15%
+22,315
155
$1.03M 0.15%
9,115
-164
156
$1M 0.15%
12,991
-2,157
157
$997K 0.15%
33,827
-2,379
158
$996K 0.15%
5,057
-107
159
$985K 0.14%
6,129
+857
160
$982K 0.14%
14,732
-1,068
161
$974K 0.14%
4,591
-9
162
$970K 0.14%
10,008
-2,339
163
$964K 0.14%
10,877
-10,733
164
$959K 0.14%
6,464
-2,860
165
$933K 0.14%
17,342
+1,395
166
$927K 0.14%
2,209
-138
167
$926K 0.14%
3,513
+286
168
$925K 0.14%
20,664
-9,826
169
$919K 0.13%
14,809
-2,283
170
$916K 0.13%
34,657
+2,683
171
$908K 0.13%
9,900
-1,360
172
$905K 0.13%
1,943
+437
173
$889K 0.13%
16,479
+702
174
$886K 0.13%
21,925
+7,002
175
$876K 0.13%
21,646
-2,821
5 6
7
8 9