WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+10.93%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$1.39B
AUM Growth
+$204M
(+17%)
Cap. Flow
+$83.5M
Cap. Flow
% of AUM
6.02%
Top 10 Holdings %
Top 10 Hldgs %
23.11%
Holding
720
New
67
Increased
334
Reduced
253
Closed
26
Top Buys
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$2.81M |
| 2 |
Apple
AAPL
|
+$2.58M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$1.61M |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$1.07M |
| 5 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
|
+$993K |
Sector Composition
| 1 | Technology | 11.9% |
| 2 | Financials | 7.62% |
| 3 | Consumer Discretionary | 5.2% |
| 4 | Healthcare | 4% |
| 5 | Communication Services | 3.01% |
