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
701
$242K 0.01%
+4,103
702
$242K 0.01%
+3,252
703
$241K 0.01%
20,152
+7,702
704
$240K 0.01%
7,651
+136
705
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706
$237K 0.01%
1,904
-1,622
707
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+3,843
708
$234K 0.01%
10,167
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709
$233K 0.01%
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-958
710
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6,477
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711
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618
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712
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28,333
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10,957
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1,744
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715
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9,750
716
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721
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-20
723
$221K 0.01%
1,965
+21
724
$219K 0.01%
5,714
-1,401
725
$217K 0.01%
4,716
27 28
29
30 31