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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.05M 0.14%
38,652
-2,428
152
$2.05M 0.14%
14,637
+259
153
$2.04M 0.14%
20,252
-8
154
$2.01M 0.13%
16,633
-14
155
$1.98M 0.13%
39,200
+1,056
156
$1.95M 0.13%
8,380
-27
157
$1.95M 0.13%
9,387
-43
158
$1.95M 0.13%
30,604
+25,430
159
$1.95M 0.13%
4,355
+750
160
$1.89M 0.13%
23,981
-1,528
161
$1.89M 0.12%
3,104
+56
162
$1.89M 0.12%
35,231
+24,929
163
$1.87M 0.12%
31,678
+3,731
164
$1.87M 0.12%
10,768
+1,527
165
$1.86M 0.12%
49,336
-1,252
166
$1.85M 0.12%
25,213
-314
167
$1.85M 0.12%
2,751
+3
168
$1.85M 0.12%
12,601
-358
169
$1.85M 0.12%
36,318
-3,994
170
$1.84M 0.12%
20,548
-870
171
$1.78M 0.12%
16,101
+116
172
$1.77M 0.12%
29,465
-17
173
$1.77M 0.12%
6,248
-131
174
$1.76M 0.12%
13,261
+552
175
$1.75M 0.12%
34,468
-741
5 6
7
8 9