WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+7.27%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$1.07B
AUM Growth
+$96.1M
(+9.8%)
Cap. Flow
+$42.1M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
21.81%
Holding
667
New
58
Increased
328
Reduced
208
Closed
25
Top Buys
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$2.99M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$2.5M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.45M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$2.19M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.09M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$2.41M |
| 2 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$2.03M |
| 3 |
Pacer Lunt Large Cap Alternator ETF
ALTL
|
+$1.93M |
| 4 |
First Trust Nasdaq Lux Digital Health Solutions ETF
EKG
|
+$1.89M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$1.72M |
Sector Composition
| 1 | Technology | 11.38% |
| 2 | Financials | 6.83% |
| 3 | Consumer Discretionary | 5.13% |
| 4 | Healthcare | 4.52% |
| 5 | Consumer Staples | 3.2% |
