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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.44M 0.14%
+11,195
152
$1.43M 0.14%
+23,531
153
$1.41M 0.14%
+33,830
154
$1.4M 0.14%
+28,003
155
$1.39M 0.14%
+1,522
156
$1.36M 0.13%
+52,469
157
$1.35M 0.13%
+12,992
158
$1.35M 0.13%
+32,827
159
$1.34M 0.13%
+64,312
160
$1.34M 0.13%
+26,553
161
$1.29M 0.13%
+125,652
162
$1.29M 0.13%
+4,824
163
$1.28M 0.13%
+28,930
164
$1.28M 0.13%
+44,498
165
$1.27M 0.13%
+18,645
166
$1.25M 0.12%
+33,103
167
$1.23M 0.12%
+7,550
168
$1.22M 0.12%
+4,402
169
$1.2M 0.12%
+16,668
170
$1.18M 0.12%
+18,040
171
$1.18M 0.12%
+22,779
172
$1.16M 0.11%
+28,041
173
$1.16M 0.11%
+4,543
174
$1.14M 0.11%
+6,606
175
$1.13M 0.11%
+54,564
5 6
7
8 9