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
$660M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$10.3M

Top Sells

1
+$2.93M
2
+$2.86M
3
+$1.29M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Sector Composition

1 Technology 6.06%
2 Financials 5.64%
3 Utilities 5.39%
4 Communication Services 5.2%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$638K 0.1%
+20,483
202
$637K 0.1%
4,847
-528
203
$636K 0.1%
4,678
+9
204
$635K 0.1%
13,111
+75
205
$634K 0.1%
5,872
-634
206
$631K 0.1%
7,081
-161
207
$626K 0.09%
25,585
+249
208
$625K 0.09%
3,844
-55
209
$624K 0.09%
4,484
+347
210
$608K 0.09%
6,629
-949
211
$607K 0.09%
1,616
+471
212
$604K 0.09%
40,520
213
$595K 0.09%
6,156
+177
214
$589K 0.09%
20,326
-8,339
215
$585K 0.09%
10,459
+341
216
$584K 0.09%
5,795
-1,600
217
$582K 0.09%
+14,142
218
$576K 0.09%
24,081
-764
219
$571K 0.09%
19,437
+342
220
$561K 0.09%
4,895
-980
221
$543K 0.08%
15,126
+5,210
222
$539K 0.08%
14,501
-9,942
223
$534K 0.08%
3,421
+1,341
224
$527K 0.08%
20,655
+903
225
$522K 0.08%
19,235
7 8
9
10 11