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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.74M 0.12%
12,464
+2,044
177
$1.73M 0.11%
13,092
+535
178
$1.73M 0.11%
39,022
-2,699
179
$1.71M 0.11%
7,402
+511
180
$1.71M 0.11%
31,990
-2,440
181
$1.69M 0.11%
90,197
+1,092
182
$1.68M 0.11%
68,765
+27,983
183
$1.67M 0.11%
7,912
+74
184
$1.66M 0.11%
17,703
-544
185
$1.66M 0.11%
39,263
+1,450
186
$1.65M 0.11%
11,011
+12
187
$1.64M 0.11%
14,000
-447
188
$1.64M 0.11%
+887
189
$1.64M 0.11%
6,584
+487
190
$1.63M 0.11%
15,109
-55
191
$1.59M 0.11%
36,222
+3,724
192
$1.55M 0.1%
58,772
+6,263
193
$1.54M 0.1%
7,817
+165
194
$1.49M 0.1%
9,756
-93
195
$1.48M 0.1%
4,500
+124
196
$1.48M 0.1%
6,652
-441
197
$1.47M 0.1%
74,258
+2,042
198
$1.46M 0.1%
2,926
+173
199
$1.45M 0.1%
18,426
+611
200
$1.42M 0.09%
32,726
+12,622
6 7
8
9 10