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
451
$377K 0.02%
308
452
$377K 0.02%
7,500
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453
$376K 0.02%
887
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454
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26,078
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455
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456
$372K 0.02%
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457
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16,729
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458
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459
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-7,239
460
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530
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461
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462
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-4,855
463
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465
$358K 0.02%
17,020
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466
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467
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469
$354K 0.02%
4,513
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10,941
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471
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2,605
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$352K 0.02%
3,810
-4,662
473
$348K 0.02%
3,732
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474
$347K 0.02%
5,836
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475
$347K 0.02%
18,900
+900
17 18
19
20 21