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
376
$512K 0.03%
4,498
-9,882
377
$512K 0.03%
5,110
+905
378
$506K 0.03%
4,055
+85
379
$505K 0.03%
9,102
+1,175
380
$504K 0.03%
23,224
-16,316
381
$503K 0.03%
4,564
-403
382
$502K 0.03%
1,785
-1,717
383
$502K 0.03%
4,139
-325
384
$499K 0.03%
8,697
-11,833
385
$495K 0.03%
34,459
-1,425
386
$494K 0.03%
1,770
+56
387
$491K 0.03%
9,338
-1,200
388
$487K 0.03%
7,963
+177
389
$486K 0.03%
20,712
-1,005
390
$483K 0.03%
1,499
-15
391
$478K 0.03%
3,901
-34
392
$477K 0.03%
6,380
-26,223
393
$476K 0.03%
2,580
-92
394
$468K 0.03%
10,109
+5,041
395
$467K 0.03%
9,167
-21,478
396
$467K 0.03%
3,839
-536
397
$463K 0.03%
737
+98
398
$463K 0.03%
7,111
-41
399
$461K 0.03%
775
+12
400
$458K 0.03%
6,874
-958
14 15
16
17 18