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
$1.51B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.61M
3
+$4.44M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.85M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

1
+$4.39M
2
+$4.12M
3
+$4.02M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.9M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.48M

Sector Composition

1 Technology 11.57%
2 Financials 7.54%
3 Consumer Discretionary 4.27%
4 Healthcare 2.91%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.42M 0.09%
26,280
+1,843
202
$1.4M 0.09%
14,205
-2,679
203
$1.4M 0.09%
65,058
-1,685
204
$1.39M 0.09%
32,100
+3,913
205
$1.34M 0.09%
12,708
-1,008
206
$1.3M 0.09%
7,650
-76
207
$1.3M 0.09%
70,072
+1,539
208
$1.27M 0.08%
42,187
+6,800
209
$1.26M 0.08%
15,303
+12,138
210
$1.26M 0.08%
11,049
+62
211
$1.25M 0.08%
30,803
+92
212
$1.25M 0.08%
56,212
+6,880
213
$1.25M 0.08%
42,581
+8,500
214
$1.23M 0.08%
20,588
215
$1.21M 0.08%
49,563
+1,444
216
$1.21M 0.08%
6,690
-106
217
$1.21M 0.08%
13,129
-452
218
$1.21M 0.08%
5,696
+19
219
$1.2M 0.08%
19,750
-236
220
$1.2M 0.08%
15,676
-1,105
221
$1.2M 0.08%
10,385
+40
222
$1.2M 0.08%
21,875
-273
223
$1.19M 0.08%
3,454
-116
224
$1.19M 0.08%
22,783
+1,929
225
$1.19M 0.08%
5,812
-224
7 8
9
10 11