WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.19M
3
+$2.66M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.57M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.37M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8.01M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.69M
5
NVDA icon
NVIDIA
NVDA
+$4.63M

Sector Composition

1 Technology 11.47%
2 Financials 7.04%
3 Consumer Discretionary 4.76%
4 Healthcare 3.58%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.21M 0.09%
17,685
+757
202
$1.21M 0.09%
12,770
-14,040
203
$1.19M 0.09%
6,469
+11
204
$1.19M 0.09%
24,171
+917
205
$1.17M 0.09%
7,897
+951
206
$1.17M 0.09%
10,210
+33
207
$1.17M 0.09%
5,111
+4
208
$1.15M 0.09%
11,816
-2,218
209
$1.15M 0.09%
6,807
-518
210
$1.14M 0.09%
22,359
+423
211
$1.13M 0.09%
360
-3
212
$1.12M 0.09%
5,400
+235
213
$1.11M 0.09%
19,439
-160
214
$1.1M 0.09%
28,641
-115
215
$1.08M 0.08%
4,409
-5,394
216
$1.08M 0.08%
12,193
-3,062
217
$1.08M 0.08%
16,455
-2,438
218
$1.08M 0.08%
30,022
+20,829
219
$1.08M 0.08%
12,339
-7,024
220
$1.07M 0.08%
6,270
+1,790
221
$1.07M 0.08%
67,915
+679
222
$1.06M 0.08%
12,782
-455
223
$1.04M 0.08%
21,931
-339
224
$1.04M 0.08%
10,340
+368
225
$1.04M 0.08%
13,525
-406
7 8
9
10 11