WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.39M 0.11%
60,599
+25,405
177
$1.39M 0.11%
18,244
-855
178
$1.39M 0.11%
3,063
-1,405
179
$1.38M 0.11%
17,341
-17,195
180
$1.38M 0.11%
7,053
-278
181
$1.33M 0.1%
25,841
-25,037
182
$1.33M 0.1%
35,832
+644
183
$1.32M 0.1%
15,244
-192
184
$1.31M 0.1%
3,078
+213
185
$1.3M 0.1%
59,800
-400
186
$1.28M 0.1%
3,846
+332
187
$1.27M 0.1%
29,137
-7,364
188
$1.27M 0.1%
5,078
-1,548
189
$1.27M 0.1%
6,166
-5,218
190
$1.27M 0.1%
29,551
+149
191
$1.27M 0.1%
2,276
+67
192
$1.25M 0.1%
24,809
+152
193
$1.25M 0.1%
13,076
-2,460
194
$1.24M 0.1%
1,631
+369
195
$1.24M 0.1%
18,222
+4,175
196
$1.23M 0.1%
35,957
+18,109
197
$1.23M 0.1%
2,271
-9
198
$1.22M 0.1%
54,500
-8,375
199
$1.22M 0.09%
3,058
-565
200
$1.22M 0.09%
1,458
-1,663
6 7
8
9 10