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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.42M 0.12%
103,157
+2,343
177
$1.39M 0.12%
8,790
+483
178
$1.39M 0.12%
7,145
-1,277
179
$1.37M 0.12%
41,562
+3,047
180
$1.36M 0.12%
12,281
+920
181
$1.35M 0.11%
53,715
+7,386
182
$1.34M 0.11%
13,672
+456
183
$1.33M 0.11%
20,761
-1,123
184
$1.33M 0.11%
13,544
+84
185
$1.32M 0.11%
13,056
+972
186
$1.32M 0.11%
18,943
-127
187
$1.32M 0.11%
47,502
+4,257
188
$1.32M 0.11%
2,974
+97
189
$1.32M 0.11%
16,273
-2,025
190
$1.32M 0.11%
6,226
+414
191
$1.31M 0.11%
54,736
+5,092
192
$1.31M 0.11%
16,421
-603
193
$1.31M 0.11%
8,779
+1,320
194
$1.31M 0.11%
12,706
+10,653
195
$1.3M 0.11%
27,248
-10,844
196
$1.29M 0.11%
12,816
-2,255
197
$1.28M 0.11%
24,952
+801
198
$1.27M 0.11%
18,113
+180
199
$1.27M 0.11%
39,428
+8,511
200
$1.25M 0.11%
14,287
+2,217
6 7
8
9 10