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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$52.1M
3
+$27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.44%
2 Financials 6.33%
3 Consumer Discretionary 5.72%
4 Healthcare 4.09%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$970K 0.1%
+25,620
202
$948K 0.09%
+9,403
203
$943K 0.09%
+8,599
204
$941K 0.09%
+11,591
205
$930K 0.09%
+22,025
206
$921K 0.09%
+19,458
207
$921K 0.09%
+29,278
208
$919K 0.09%
+18,224
209
$916K 0.09%
+16,291
210
$913K 0.09%
+10,457
211
$898K 0.09%
+16,161
212
$898K 0.09%
+7,727
213
$895K 0.09%
+428
214
$886K 0.09%
+19,545
215
$875K 0.09%
+19,838
216
$870K 0.09%
+2,470
217
$866K 0.09%
+12,210
218
$865K 0.09%
+33,379
219
$865K 0.09%
+17,577
220
$853K 0.08%
+14,622
221
$851K 0.08%
+14,876
222
$850K 0.08%
+26,520
223
$845K 0.08%
+8,010
224
$836K 0.08%
+3,384
225
$836K 0.08%
+15,677
7 8
9
10 11