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
$372M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.07%
2 Consumer Discretionary 6.1%
3 Technology 6.01%
4 Communication Services 4.88%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$423K 0.11%
+4,779
202
$422K 0.11%
+8,092
203
$420K 0.11%
+12,743
204
$409K 0.11%
+1,343
205
$403K 0.11%
+15,956
206
$400K 0.11%
+1,911
207
$399K 0.11%
+12,072
208
$394K 0.11%
+4,134
209
$391K 0.11%
+12,936
210
$391K 0.11%
+2,453
211
$390K 0.1%
+10,950
212
$389K 0.1%
+5,776
213
$382K 0.1%
+4,774
214
$379K 0.1%
+13,216
215
$377K 0.1%
+15,768
216
$370K 0.1%
+20,244
217
$365K 0.1%
+4,752
218
$360K 0.1%
+11,359
219
$360K 0.1%
+3,987
220
$358K 0.1%
+5,301
221
$357K 0.1%
+8,337
222
$352K 0.09%
+4,595
223
$351K 0.09%
+6,147
224
$351K 0.09%
+7,789
225
$348K 0.09%
+2,866
7 8
9
10 11