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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$782K 0.13%
15,777
-839
177
$781K 0.13%
35,848
178
$775K 0.13%
5,272
+87
179
$769K 0.13%
3,227
-18
180
$768K 0.13%
9,868
-374
181
$753K 0.12%
26,575
-1,440
182
$751K 0.12%
9,058
+28
183
$742K 0.12%
3,769
-169
184
$741K 0.12%
8,574
+2,358
185
$738K 0.12%
33,284
+250
186
$737K 0.12%
3,427
+676
187
$733K 0.12%
16,631
-1,794
188
$730K 0.12%
4,931
-124
189
$730K 0.12%
8,935
-1,099
190
$713K 0.12%
13,763
-1,737
191
$696K 0.11%
14,909
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192
$694K 0.11%
6,127
-559
193
$665K 0.11%
7,016
-39
194
$665K 0.11%
+1,506
195
$664K 0.11%
2,610
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196
$662K 0.11%
4,203
-142
197
$657K 0.11%
5,944
-64
198
$652K 0.11%
25,185
+597
199
$651K 0.11%
19,742
+422
200
$646K 0.11%
43,840
+1,481
6 7
8
9 10