WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+7.45%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$973M
AUM Growth
+$229M
(+31%)
Cap. Flow
+$174M
Cap. Flow
% of AUM
17.9%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
639
New
126
Increased
364
Reduced
107
Closed
20
Top Buys
| 1 |
First Trust Capital Strength ETF
FTCS
|
$4.62M |
| 2 |
Apple
AAPL
|
$3.85M |
| 3 |
Microsoft
MSFT
|
$3.39M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.35M |
| 5 |
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
$2.46M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.28M |
| 2 |
Amplify Travel Tech ETF
AWAY
|
$1.02M |
| 3 |
FSKR
FS KKR Capital Corp. II
FSKR
|
$883K |
| 4 |
US Global Jets ETF
JETS
|
$874K |
| 5 |
Invesco NASDAQ Next Gen 100 ETF
QQQJ
|
$809K |
Sector Composition
| 1 | Technology | 10.86% |
| 2 | Consumer Discretionary | 6.21% |
| 3 | Financials | 5.54% |
| 4 | Communication Services | 4.47% |
| 5 | Healthcare | 4.38% |
