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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$489K 0.13%
+8,095
177
$485K 0.13%
+2,142
178
$479K 0.13%
+17,610
179
$479K 0.13%
+4,002
180
$474K 0.13%
+5,681
181
$473K 0.13%
+5,483
182
$471K 0.13%
+5,950
183
$470K 0.13%
+2,407
184
$464K 0.12%
+19,640
185
$461K 0.12%
+10,440
186
$457K 0.12%
+15,810
187
$455K 0.12%
+9,782
188
$453K 0.12%
+40,520
189
$446K 0.12%
+8,998
190
$445K 0.12%
+4,277
191
$443K 0.12%
+133,800
192
$441K 0.12%
+22,175
193
$440K 0.12%
+33,453
194
$432K 0.12%
+18,249
195
$431K 0.12%
+20,825
196
$430K 0.12%
+21,711
197
$429K 0.12%
+16,770
198
$428K 0.12%
+6,905
199
$425K 0.11%
+4,662
200
$423K 0.11%
+8,677
6 7
8
9 10