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
$1.53B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Sells

1 +$15.1M
2 +$12.4M
3 +$7.1M
4
MSFT icon
Microsoft
MSFT
+$5.94M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.56M

Sector Composition

1 Technology 13.04%
2 Financials 6.66%
3 Consumer Discretionary 4.91%
4 Communication Services 2.95%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.94M 0.13%
3,048
+469
152
$1.93M 0.13%
40,312
-72,437
153
$1.92M 0.13%
38,144
+3,532
154
$1.88M 0.12%
16,884
-14,252
155
$1.87M 0.12%
16,647
-46
156
$1.87M 0.12%
34,430
-9,054
157
$1.85M 0.12%
25,509
+1,842
158
$1.85M 0.12%
46,243
-58,388
159
$1.84M 0.12%
7,838
+225
160
$1.84M 0.12%
25,527
-3,141
161
$1.83M 0.12%
14,447
-665
162
$1.83M 0.12%
3,504
-1,035
163
$1.81M 0.12%
20,260
+1,678
164
$1.81M 0.12%
37,813
-7,786
165
$1.8M 0.12%
41,721
-42,431
166
$1.79M 0.12%
35,209
-620
167
$1.76M 0.11%
15,164
+752
168
$1.76M 0.11%
9,430
-4
169
$1.75M 0.11%
3,605
-1,274
170
$1.74M 0.11%
10,420
-1,664
171
$1.72M 0.11%
7,093
-278
172
$1.72M 0.11%
7,652
-1,652
173
$1.67M 0.11%
12,959
-2,613
174
$1.67M 0.11%
18,247
+330
175
$1.67M 0.11%
10,999
-2,044