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
351
$825K 0.05%
18,411
-7,748
352
$825K 0.05%
54,683
-3,700
353
$824K 0.05%
23,745
+3,158
354
$824K 0.05%
+52,920
355
$821K 0.05%
4,056
-4,620
356
$819K 0.05%
8,203
+1,550
357
$819K 0.05%
4,543
+62
358
$815K 0.05%
14,002
+1,430
359
$813K 0.05%
10,712
+22
360
$810K 0.05%
5,652
+37
361
$807K 0.05%
14,898
+8,931
362
$802K 0.05%
16,652
+110
363
$801K 0.05%
18,217
+220
364
$800K 0.05%
19,067
+6,541
365
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19,060
366
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7,107
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367
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22,594
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368
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6,347
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369
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27,602
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370
$787K 0.05%
11,540
-6,791
371
$785K 0.05%
+23,572
372
$784K 0.04%
3,635
+45
373
$783K 0.04%
13,964
+4,355
374
$778K 0.04%
3,186
+54
375
$776K 0.04%
7,293
+2,514
13 14
15
16 17