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
501
$319K 0.02%
+10,325
502
$319K 0.02%
13,473
-10,221
503
$319K 0.02%
2,283
+69
504
$318K 0.02%
4,872
-69
505
$314K 0.02%
13,000
506
$313K 0.02%
31,648
-20,263
507
$311K 0.02%
4,681
+2
508
$310K 0.02%
18,474
+925
509
$310K 0.02%
2,844
510
$309K 0.02%
11,945
-1,221
511
$308K 0.02%
+2,763
512
$307K 0.02%
+5,073
513
$307K 0.02%
4,700
514
$307K 0.02%
8,447
515
$306K 0.02%
1,765
-250
516
$305K 0.02%
3,488
-20,973
517
$303K 0.02%
7,092
-389
518
$303K 0.02%
2,595
+68
519
$303K 0.02%
+9,275
520
$303K 0.02%
+5,174
521
$301K 0.02%
23,202
-2,645
522
$300K 0.02%
2,383
+141
523
$299K 0.02%
1,850
-12
524
$299K 0.02%
5,923
-11,721
525
$297K 0.02%
421
+64
19 20
21
22 23