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
$436M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.48M
3
+$2.18M
4
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$1.72M
5
BND icon
Vanguard Total Bond Market
BND
+$1.68M

Top Sells

1
+$11.7M
2
+$10.3M
3
+$9.31M
4
T icon
AT&T
T
+$8.27M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.26M

Sector Composition

1 Technology 8.55%
2 Financials 6.2%
3 Consumer Discretionary 5.74%
4 Communication Services 4.84%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$447K 0.1%
+14,897
202
$438K 0.1%
18,959
-5,122
203
$436K 0.1%
8,974
-14,864
204
$436K 0.1%
3,185
+1,752
205
$436K 0.1%
23,100
-8,280
206
$428K 0.1%
3,055
+530
207
$423K 0.1%
7,856
+983
208
$421K 0.1%
15,502
-1,384
209
$420K 0.1%
2,089
+460
210
$420K 0.1%
2,698
+23
211
$414K 0.1%
7,647
-139,140
212
$409K 0.09%
26,144
213
$408K 0.09%
7,481
+255
214
$407K 0.09%
18,394
+27
215
$406K 0.09%
2,450
+1,357
216
$401K 0.09%
26,484
-1,903
217
$399K 0.09%
+28,939
218
$397K 0.09%
1,508
-108
219
$396K 0.09%
7,217
-298
220
$394K 0.09%
32,384
-1,783
221
$392K 0.09%
11,899
-137,077
222
$391K 0.09%
3,330
+364
223
$389K 0.09%
4,231
+90
224
$383K 0.09%
8,376
+961
225
$383K 0.09%
+10,946
7 8
9
10 11