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
626
$213K 0.01%
4,910
-188
627
$213K 0.01%
125
-28
628
$212K 0.01%
10,295
629
$211K 0.01%
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630
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631
$209K 0.01%
2,000
632
$208K 0.01%
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633
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634
$206K 0.01%
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-4,342
635
$205K 0.01%
3,841
-1,394
636
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3,129
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637
$205K 0.01%
13,008
-4,252
638
$203K 0.01%
3,889
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639
$203K 0.01%
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640
$202K 0.01%
5,500
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641
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642
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910
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643
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10,155
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644
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12,609
645
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20,000
646
$178K 0.01%
10,892
-97
647
$176K 0.01%
21,047
-1,558
648
$170K 0.01%
15,049
649
$170K 0.01%
24,909
+1,534
650
$165K 0.01%
17,255
24 25
26
27 28