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
301
$1.02M 0.06%
11,112
+2,274
302
$1.02M 0.06%
25,952
-4,042
303
$1.02M 0.06%
4,338
+176
304
$1.01M 0.06%
35,110
+59
305
$1.01M 0.06%
+22,640
306
$1M 0.06%
58,402
+2,253
307
$1M 0.06%
19,868
+2,032
308
$993K 0.06%
2,477
-2
309
$989K 0.06%
20,861
-15,725
310
$983K 0.06%
14,696
-2,615
311
$978K 0.06%
13,513
+433
312
$973K 0.06%
25,011
+409
313
$962K 0.06%
11,729
+3,758
314
$962K 0.06%
8,087
+242
315
$947K 0.05%
8,987
+278
316
$947K 0.05%
26,259
-4,809
317
$940K 0.05%
21,579
-287
318
$936K 0.05%
21,734
+376
319
$931K 0.05%
5,429
+971
320
$928K 0.05%
45,546
+33,000
321
$926K 0.05%
26,021
+3,624
322
$922K 0.05%
19,285
-876
323
$918K 0.05%
20,915
+1,720
324
$917K 0.05%
9,260
-272
325
$913K 0.05%
6,422
+2,340
11 12
13
14 15