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
$1.17B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.08M
3
+$5.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.25M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$1.92M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.77M

Sector Composition

1 Technology 12.59%
2 Financials 7.66%
3 Consumer Discretionary 5.52%
4 Healthcare 4.26%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.24M 0.11%
33,484
+1,929
202
$1.22M 0.1%
13,115
+8,106
203
$1.21M 0.1%
4,909
+260
204
$1.2M 0.1%
35,163
-571
205
$1.2M 0.1%
12,880
-632
206
$1.2M 0.1%
42,264
+20,338
207
$1.19M 0.1%
5,423
-204
208
$1.19M 0.1%
6,655
-181
209
$1.19M 0.1%
74,908
+3,317
210
$1.17M 0.1%
15,449
+630
211
$1.17M 0.1%
12,997
+990
212
$1.16M 0.1%
15,386
+1,889
213
$1.16M 0.1%
4,940
+853
214
$1.16M 0.1%
12,106
+1,501
215
$1.15M 0.1%
8,723
-4,486
216
$1.15M 0.1%
14,114
-680
217
$1.14M 0.1%
29,598
+2,973
218
$1.13M 0.1%
16,067
-85
219
$1.12M 0.1%
103,341
+502
220
$1.11M 0.09%
14,710
+353
221
$1.11M 0.09%
44,483
+32,050
222
$1.1M 0.09%
9,727
+748
223
$1.09M 0.09%
2,179
224
$1.08M 0.09%
71,449
-5,152
225
$1.08M 0.09%
32,322
-122
7 8
9
10 11