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
476
$346K 0.02%
1,636
-67
477
$345K 0.02%
3,465
+590
478
$345K 0.02%
+1,390
479
$345K 0.02%
9,916
+2,414
480
$344K 0.02%
932
-1,768
481
$343K 0.02%
12,250
-1,925
482
$341K 0.02%
3,287
-58
483
$341K 0.02%
6,188
-54
484
$341K 0.02%
3,426
-3,949
485
$340K 0.02%
6,257
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486
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3,204
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487
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6,977
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488
$337K 0.02%
4,191
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489
$337K 0.02%
6,534
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490
$336K 0.02%
7,406
-6,674
491
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6,604
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2,719
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493
$332K 0.02%
4,784
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494
$332K 0.02%
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495
$332K 0.02%
+11,362
496
$329K 0.02%
18,069
-1,539
497
$327K 0.02%
+13,215
498
$323K 0.02%
3,548
+19
499
$321K 0.02%
2,784
+54
500
$320K 0.02%
5,879
+73
18 19
20
21 22