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
26
$13M 0.85%
32,170
-9,541
27
$12.6M 0.82%
229,951
+12,038
28
$12.6M 0.82%
279,951
-8,956
29
$12.5M 0.82%
142,496
-18,870
30
$12.4M 0.81%
53,234
-5,628
31
$10.6M 0.69%
18,131
-1,290
32
$9.3M 0.61%
29,441
-6,481
33
$9.23M 0.6%
48,370
-2,374
34
$9.17M 0.6%
372,138
+3,407
35
$8.96M 0.58%
110,747
-43,303
36
$8.9M 0.58%
178,588
+148,865
37
$8.89M 0.58%
14,293
-318
38
$8.43M 0.55%
35,183
-16,744
39
$8.11M 0.53%
113,583
-2,021
40
$7.56M 0.49%
221,749
+94,723
41
$7.28M 0.47%
52,917
-5,798
42
$7.11M 0.46%
37,327
-8,308
43
$6.44M 0.42%
65,818
+1,306
44
$6.43M 0.42%
8,332
-3,586
45
$6.08M 0.4%
56,499
-19,315
46
$5.97M 0.39%
123,527
-15,000
47
$5.9M 0.38%
63,626
-12,434
48
$5.82M 0.38%
50,523
+4,530
49
$5.65M 0.37%
23,323
-708
50
$5.63M 0.37%
42,710
+155
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