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
426
$421K 0.03%
10,758
-1,141
427
$418K 0.03%
2,168
+267
428
$414K 0.03%
7,893
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429
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19,247
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3,703
-1,681
431
$404K 0.03%
4,643
+17
432
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3,484
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433
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3,418
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$401K 0.03%
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435
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6,048
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436
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437
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4,898
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438
$391K 0.03%
6,096
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439
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440
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441
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442
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5,035
-4,064
443
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444
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44,170
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445
$383K 0.02%
1,802
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446
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11,151
+133
447
$381K 0.02%
8,414
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448
$381K 0.02%
18,469
+229
449
$380K 0.02%
4,474
-179
450
$379K 0.02%
2,285
+471
16 17
18
19 20