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
251
$1.31M 0.08%
+72,383
252
$1.3M 0.07%
48,322
+9,064
253
$1.3M 0.07%
32,288
+72
254
$1.29M 0.07%
27,066
+44
255
$1.29M 0.07%
23,711
-1,703
256
$1.28M 0.07%
9,905
-34,900
257
$1.27M 0.07%
11,898
-550
258
$1.26M 0.07%
15,841
+3,162
259
$1.26M 0.07%
4,677
+905
260
$1.26M 0.07%
40,072
+5,216
261
$1.25M 0.07%
7,776
+1,616
262
$1.24M 0.07%
25,904
-85,408
263
$1.24M 0.07%
42,945
+1,590
264
$1.24M 0.07%
32,152
-3,253
265
$1.23M 0.07%
12,650
+32
266
$1.21M 0.07%
18,130
+9,246
267
$1.19M 0.07%
27,605
-4
268
$1.19M 0.07%
38,828
-2,582
269
$1.19M 0.07%
7,231
-37
270
$1.19M 0.07%
30,664
-1,016
271
$1.17M 0.07%
7,853
-407
272
$1.17M 0.07%
8,140
+3,298
273
$1.17M 0.07%
66,193
-7,415
274
$1.16M 0.07%
43,895
-18,890
275
$1.16M 0.07%
5,127
-64
9 10
11
12 13