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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.72M 0.15%
7,497
-282
152
$1.71M 0.15%
41,496
-3,550
153
$1.7M 0.15%
5,159
+7
154
$1.7M 0.14%
21,662
-702
155
$1.69M 0.14%
98,262
+828
156
$1.69M 0.14%
13,764
-1,338
157
$1.67M 0.14%
6,802
+490
158
$1.63M 0.14%
43,249
-1,962
159
$1.62M 0.14%
101,468
-25,211
160
$1.6M 0.14%
7,107
+59
161
$1.59M 0.14%
18,047
+1,308
162
$1.58M 0.14%
10,403
+1,741
163
$1.58M 0.13%
6,313
+56
164
$1.55M 0.13%
15,332
+1,936
165
$1.53M 0.13%
3,587
-16
166
$1.51M 0.13%
8,677
-49
167
$1.5M 0.13%
23,056
+4,477
168
$1.49M 0.13%
46,217
+4,034
169
$1.48M 0.13%
15,307
-103
170
$1.47M 0.13%
6,928
+135
171
$1.47M 0.13%
17,503
-550
172
$1.47M 0.13%
15,369
+1,461
173
$1.45M 0.12%
46,242
+2,773
174
$1.44M 0.12%
32,529
+608
175
$1.43M 0.12%
18,091
-1,770
5 6
7
8 9