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
1
$64.6M 5.02%
145,382
-1,988
2
$45.9M 3.57%
267,598
-67,308
3
$41M 3.19%
97,584
+387
4
$30.8M 2.39%
73,122
-19,036
5
$25.4M 1.97%
138,927
+5,321
6
$24.4M 1.89%
395,975
+41,752
7
$23.2M 1.8%
128,548
-15,214
8
$22.4M 1.74%
446,710
-38,526
9
$22.1M 1.72%
301,844
+32,428
10
$21.8M 1.7%
241,610
-51,230
11
$21.3M 1.66%
40,771
-2,373
12
$21.2M 1.64%
115,835
+8,129
13
$20.2M 1.57%
359,264
-13,187
14
$19.4M 1.51%
229,763
-5,395
15
$17.2M 1.34%
201,298
+3,333
16
$16.9M 1.31%
32,067
-574
17
$13.9M 1.08%
91,839
-14,552
18
$12.7M 0.98%
208,390
-6,290
19
$12M 0.93%
343,777
+26,270
20
$11.8M 0.92%
45,475
-10,397
21
$11.4M 0.89%
191,171
+30,134
22
$11.2M 0.87%
259,996
-8,072
23
$10.6M 0.82%
14,401
-2,959
24
$10.5M 0.82%
197,051
-17,647
25
$10.1M 0.79%
76,220
-28,780
1
2 3 4 5