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
$612M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.23M
3
+$2.05M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.16M

Top Sells

1
+$5.12M
2
+$2.25M
3
+$1.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.53M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 7.15%
3 Communication Services 4.85%
4 Financials 4.58%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$635K 0.1%
6,113
-590
202
$634K 0.1%
1,119
-47
203
$633K 0.1%
24,956
-2,018
204
$632K 0.1%
3,033
-105
205
$632K 0.1%
40,520
206
$624K 0.1%
23,409
+3,707
207
$617K 0.1%
27,352
+1,208
208
$596K 0.1%
5,949
+191
209
$596K 0.1%
+20,085
210
$593K 0.1%
8,707
+748
211
$585K 0.1%
23,299
+6
212
$584K 0.1%
7,360
-4,006
213
$575K 0.09%
3,101
+78
214
$572K 0.09%
8,940
+308
215
$560K 0.09%
9,568
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216
$556K 0.09%
15,118
+1,313
217
$555K 0.09%
3,717
-23
218
$552K 0.09%
4,765
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219
$544K 0.09%
16,001
-889
220
$541K 0.09%
7,503
-775
221
$536K 0.09%
12,052
+33
222
$535K 0.09%
+22,073
223
$532K 0.09%
9,954
-228
224
$530K 0.09%
3,969
-296
225
$529K 0.09%
+3,637
7 8
9
10 11