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
$1.75B
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.54M
3
+$4.87M
4
ULTR
IQ Ultra Short Duration ETF
ULTR
+$4.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.59M

Top Sells

1
+$8.75M
2
+$4.51M
3
+$4.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.1M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.48M

Sector Composition

1 Technology 10.15%
2 Financials 6.29%
3 Consumer Discretionary 5.3%
4 Healthcare 4.68%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.52M 0.09%
70,753
+34,230
227
$1.5M 0.09%
36,624
+779
228
$1.5M 0.09%
149,328
229
$1.5M 0.09%
30,152
-2,140
230
$1.49M 0.09%
55,670
+4,997
231
$1.48M 0.08%
127,441
+9,799
232
$1.47M 0.08%
+95,361
233
$1.46M 0.08%
26,072
+859
234
$1.46M 0.08%
+124,008
235
$1.46M 0.08%
31,201
+13,436
236
$1.46M 0.08%
28,572
-699
237
$1.45M 0.08%
59,430
+6,950
238
$1.45M 0.08%
46,272
+5,221
239
$1.42M 0.08%
17,989
+229
240
$1.42M 0.08%
56,084
-820
241
$1.41M 0.08%
15,194
+702
242
$1.41M 0.08%
15,677
-844
243
$1.38M 0.08%
74,000
+15,000
244
$1.38M 0.08%
54,607
+24,589
245
$1.37M 0.08%
4,220
+184
246
$1.37M 0.08%
33,299
+4,039
247
$1.34M 0.08%
19,594
+10,110
248
$1.34M 0.08%
14,428
+4,466
249
$1.34M 0.08%
23,432
-1,330
250
$1.33M 0.08%
5,563
+716
8 9
10
11 12