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
551
$275K 0.02%
+4,793
552
$274K 0.02%
6,074
-395
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555
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550
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561
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572
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574
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10,449
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575
$248K 0.02%
13,545
-16,528
21 22
23
24 25