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
276
$1.16M 0.07%
7,322
+66
277
$1.14M 0.07%
29,966
-2,457
278
$1.14M 0.07%
47,173
+1,046
279
$1.14M 0.07%
102,963
-374
280
$1.14M 0.07%
11,961
+119
281
$1.13M 0.06%
26,240
+2,960
282
$1.12M 0.06%
34,914
+1,515
283
$1.12M 0.06%
12,874
+539
284
$1.12M 0.06%
19,581
-2,300
285
$1.12M 0.06%
17,394
+699
286
$1.11M 0.06%
13,727
+39
287
$1.1M 0.06%
6,233
+1,414
288
$1.1M 0.06%
37,938
+27,938
289
$1.09M 0.06%
28,173
-3,400
290
$1.09M 0.06%
18,134
-20,724
291
$1.09M 0.06%
10,631
+423
292
$1.07M 0.06%
5,857
+104
293
$1.06M 0.06%
11,370
+502
294
$1.05M 0.06%
11,706
+150
295
$1.04M 0.06%
47,185
-5,427
296
$1.04M 0.06%
51,497
+3,436
297
$1.04M 0.06%
+46,071
298
$1.03M 0.06%
11,353
+341
299
$1.03M 0.06%
25,059
-61,089
300
$1.02M 0.06%
53,037
-244
10 11
12
13 14