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
$1.53B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$6.28M
3
+$3.69M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.23M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3M

Top Sells

1
+$15.1M
2
+$12.4M
3
+$7.1M
4
MSFT icon
Microsoft
MSFT
+$5.94M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.56M

Sector Composition

1 Technology 13.04%
2 Financials 6.66%
3 Consumer Discretionary 4.91%
4 Communication Services 2.95%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.07%
46,711
+5,817
227
$1.13M 0.07%
19,986
+7
228
$1.12M 0.07%
46,825
-4,039
229
$1.12M 0.07%
13,581
-7,610
230
$1.12M 0.07%
19,822
-4,885
231
$1.1M 0.07%
13,732
-983
232
$1.08M 0.07%
20,854
+5,964
233
$1.08M 0.07%
49,332
+820
234
$1.07M 0.07%
41,799
+5,152
235
$1.07M 0.07%
3,570
-119
236
$1.07M 0.07%
4,966
-1,301
237
$1.07M 0.07%
4,207
-97
238
$1.06M 0.07%
35,387
+15,025
239
$1.03M 0.07%
21,635
-35,931
240
$1.03M 0.07%
16,414
-204
241
$1.03M 0.07%
40,315
+28
242
$1.02M 0.07%
16,004
+1,116
243
$1.01M 0.07%
52,210
+587
244
$1.01M 0.07%
8,561
-4,054
245
$1.01M 0.07%
40,782
+14,919
246
$1.01M 0.07%
+20,139
247
$1.01M 0.07%
14,896
-442
248
$997K 0.07%
4,373
-5,785
249
$995K 0.06%
13,448
+274
250
$989K 0.06%
34,081
+10,312
8 9
10
11 12