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
$551M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.54M
5
GLD icon
SPDR Gold Trust
GLD
+$2.26M

Top Sells

1
+$8.99M
2
+$5.78M
3
+$2.84M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.69M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Sector Composition

1 Technology 10.02%
2 Consumer Discretionary 6.91%
3 Communication Services 4.96%
4 Financials 4.55%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$708K 0.13%
10,303
-798
177
$693K 0.13%
28,151
-1,764
178
$688K 0.12%
3,245
-103
179
$688K 0.12%
26,974
+10,559
180
$680K 0.12%
1,679
+740
181
$678K 0.12%
14,903
+7
182
$666K 0.12%
3,938
+883
183
$665K 0.12%
6,008
-691
184
$662K 0.12%
5,185
-1,854
185
$644K 0.12%
1,166
+555
186
$636K 0.12%
7,055
-683
187
$636K 0.12%
19,320
-487
188
$615K 0.11%
6,703
+499
189
$613K 0.11%
28,113
-2,522
190
$606K 0.11%
11,947
-500
191
$605K 0.11%
17,736
+644
192
$602K 0.11%
20,779
-3,349
193
$598K 0.11%
2,765
+138
194
$598K 0.11%
10,554
+601
195
$598K 0.11%
42,359
-4,101
196
$585K 0.11%
+23,293
197
$577K 0.1%
5,614
-100
198
$575K 0.1%
40,520
199
$572K 0.1%
24,588
+1,488
200
$572K 0.1%
10,001
-2,916
6 7
8
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