WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.54M
3
+$4.87M
4
ULTR
IQ Ultra Short Duration ETF
ULTR
+$4.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.59M

Top Sells

1
+$8.75M
2
+$4.51M
3
+$4.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.1M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.48M

Sector Composition

1 Technology 10.15%
2 Financials 6.29%
3 Consumer Discretionary 5.3%
4 Healthcare 4.68%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$411K 0.02%
4,416
+571
552
$410K 0.02%
19,378
553
$409K 0.02%
5,888
-364
554
$408K 0.02%
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+11,902
555
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8,571
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556
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2,886
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557
$401K 0.02%
7,059
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558
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559
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560
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561
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562
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+12,401
563
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4,880
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564
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11,017
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570
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571
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11,640
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572
$380K 0.02%
3,455
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573
$379K 0.02%
9,213
574
$379K 0.02%
4,107
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575
$378K 0.02%
4,833
+106
21 22
23
24 25