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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$546K 0.13%
14,896
+7
177
$543K 0.12%
6,442
+286
178
$534K 0.12%
15,749
+4,022
179
$527K 0.12%
5,275
-520
180
$512K 0.12%
2,627
+349
181
$511K 0.12%
1,683
+362
182
$508K 0.12%
5,732
+167
183
$506K 0.12%
3,341
-80
184
$506K 0.12%
9,217
+1,320
185
$495K 0.11%
14,160
-10,260
186
$492K 0.11%
6,127
-98,374
187
$484K 0.11%
+10,994
188
$481K 0.11%
5,540
-359
189
$479K 0.11%
40,520
190
$478K 0.11%
5,714
-98,691
191
$471K 0.11%
8,166
-1,607
192
$465K 0.11%
9,416
-490
193
$461K 0.11%
9,725
-30,504
194
$461K 0.11%
17,351
-57,884
195
$459K 0.11%
20,572
+351
196
$458K 0.11%
3,834
+949
197
$457K 0.1%
20,810
+327
198
$455K 0.1%
9,953
-506
199
$453K 0.1%
9,693
-47,056
200
$452K 0.1%
9,367
+4,812
6 7
8
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