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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.13M
3
+$2.97M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.53M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.71M

Top Sells

1
+$3.6M
2
+$3.41M
3
+$1.89M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$863K 0.13%
3,523
+490
177
$859K 0.13%
16,621
-10
178
$856K 0.13%
9,766
-1,838
179
$846K 0.12%
3,977
-1,204
180
$841K 0.12%
7,257
-1,658
181
$839K 0.12%
16,524
-2,100
182
$835K 0.12%
4,731
+528
183
$833K 0.12%
16,902
-2,248
184
$830K 0.12%
9,969
+911
185
$825K 0.12%
26,427
+6,342
186
$812K 0.12%
22,054
-3,237
187
$807K 0.12%
14,693
-216
188
$796K 0.12%
6,235
-1,757
189
$789K 0.12%
19,247
-2,829
190
$785K 0.12%
35,848
191
$784K 0.12%
2,574
+1,090
192
$784K 0.12%
19,009
-4,850
193
$776K 0.11%
6,418
+469
194
$774K 0.11%
21,141
+6,592
195
$762K 0.11%
4,984
+1,347
196
$754K 0.11%
6,394
+267
197
$747K 0.11%
6,931
-85
198
$743K 0.11%
13,626
-3,432
199
$734K 0.11%
32,784
-500
200
$730K 0.11%
22,395
-4,180
6 7
8
9 10