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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.13M 0.11%
+22,378
177
$1.11M 0.11%
+41,598
178
$1.11M 0.11%
+20,872
179
$1.11M 0.11%
+4,760
180
$1.09M 0.11%
+15,280
181
$1.09M 0.11%
+12,648
182
$1.09M 0.11%
+6,509
183
$1.08M 0.11%
+21,090
184
$1.08M 0.11%
+11,213
185
$1.07M 0.11%
+8,061
186
$1.05M 0.1%
+10,163
187
$1.04M 0.1%
+13,474
188
$1.03M 0.1%
+17,536
189
$1.03M 0.1%
+8,890
190
$1.02M 0.1%
+16,518
191
$1.02M 0.1%
+4,878
192
$1.01M 0.1%
+14,471
193
$1.01M 0.1%
+6,614
194
$1.01M 0.1%
+9,216
195
$1.01M 0.1%
+20,568
196
$1M 0.1%
+8,356
197
$1M 0.1%
+27,155
198
$1M 0.1%
+10,566
199
$986K 0.1%
+43,200
200
$974K 0.1%
+4,318
6 7
8
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