WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.71M 0.13%
62,225
+9,965
152
$1.7M 0.13%
13,031
+733
153
$1.7M 0.13%
83,529
-35,571
154
$1.66M 0.13%
18,202
-10,561
155
$1.65M 0.13%
7,237
-1,021
156
$1.65M 0.13%
40,472
-42,165
157
$1.61M 0.13%
20,885
+1,498
158
$1.61M 0.12%
19,952
-115
159
$1.6M 0.12%
35,704
-9,417
160
$1.59M 0.12%
9,491
+17
161
$1.57M 0.12%
20,633
+2,282
162
$1.51M 0.12%
13,146
+300
163
$1.5M 0.12%
65,331
+1,050
164
$1.49M 0.12%
10,490
+4,326
165
$1.49M 0.12%
15,179
-8,535
166
$1.48M 0.12%
5,203
-3,950
167
$1.47M 0.11%
4,005
-2,621
168
$1.47M 0.11%
5,868
+109
169
$1.43M 0.11%
8,441
-1,359
170
$1.43M 0.11%
15,720
+1,562
171
$1.43M 0.11%
26,303
+11,681
172
$1.42M 0.11%
59,959
-884
173
$1.42M 0.11%
32,575
+8,946
174
$1.41M 0.11%
12,411
-8,224
175
$1.4M 0.11%
6,577
+4
5 6
7
8 9