WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
-4.65%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$1.75B
AUM Growth
+$4.28M
(+0.25%)
Cap. Flow
+$83.3M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
22.08%
Holding
859
New
75
Increased
440
Reduced
219
Closed
50
Top Buys
| 1 |
Pacer Lunt Large Cap Alternator ETF
ALTL
|
$11.4M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$5.54M |
| 3 |
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
|
$4.87M |
| 4 |
ULTR
IQ Ultra Short Duration ETF
ULTR
|
$4.72M |
| 5 |
Invesco QQQ Trust
QQQ
|
$4.59M |
Top Sells
Sector Composition
| 1 | Technology | 10.15% |
| 2 | Financials | 6.29% |
| 3 | Consumer Discretionary | 5.3% |
| 4 | Healthcare | 4.68% |
| 5 | Consumer Staples | 2.97% |
