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
276
$831K 0.05%
13,098
+236
277
$831K 0.05%
27,034
+11,384
278
$821K 0.05%
2,804
+263
279
$818K 0.05%
26,002
-26,097
280
$816K 0.05%
164
+30
281
$812K 0.05%
16,188
+3,349
282
$797K 0.05%
10,222
-5,306
283
$797K 0.05%
6,340
+178
284
$796K 0.05%
25,360
-569
285
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9,014
-335
286
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7,629
-45
287
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9,947
+222
288
$763K 0.05%
7,601
-3,343
289
$759K 0.05%
20,391
+715
290
$758K 0.05%
4,252
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291
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14,884
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292
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13,984
-22,988
293
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1,797
-22
294
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18,302
-3,464
295
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17,954
-1,747
296
$729K 0.05%
79,436
+42,209
297
$723K 0.05%
18,947
+3
298
$721K 0.05%
5,595
+57
299
$713K 0.05%
15,417
-49,578
300
$704K 0.05%
14,854
+738
10 11
12
13 14