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
576
$247K 0.02%
2,581
-15
577
$245K 0.02%
11,482
+1,553
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$243K 0.02%
2,039
+35
579
$243K 0.02%
2,697
-134
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$243K 0.02%
7,422
-1,678
581
$242K 0.02%
1,851
+5
582
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-35
583
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3,191
-61
584
$242K 0.02%
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-18,587
585
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3,217
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586
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4,111
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587
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13,008
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588
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+2,238
589
$238K 0.02%
1,454
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590
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592
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593
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794
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594
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$232K 0.02%
3,528
-202
596
$231K 0.02%
2,955
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597
$230K 0.02%
4,699
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598
$230K 0.02%
4,732
-6,114
599
$229K 0.01%
1,733
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600
$228K 0.01%
524
22 23
24
25 26