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
$1.75B
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
51
$6.6M 0.38%
28,276
+4,259
52
$6.56M 0.38%
70,328
-713
53
$6.34M 0.36%
65,364
-288
54
$6.24M 0.36%
40,372
-559
55
$6.23M 0.36%
245,718
-137,197
56
$6.12M 0.35%
64,228
+1,035
57
$5.95M 0.34%
144,656
-29,407
58
$5.95M 0.34%
74,263
+1,281
59
$5.79M 0.33%
20,239
-752
60
$5.79M 0.33%
81,223
-2,739
61
$5.75M 0.33%
54,958
+7,330
62
$5.69M 0.33%
121,275
+3,915
63
$5.67M 0.33%
128,982
+29,082
64
$5.64M 0.32%
176,328
65
$5.52M 0.32%
25,709
-1,019
66
$5.34M 0.31%
90,073
-8,278
67
$5.32M 0.3%
32,002
+411
68
$5.31M 0.3%
18,496
-959
69
$5.22M 0.3%
15,768
+3,288
70
$5.19M 0.3%
40,799
+4,347
71
$5.18M 0.3%
44,894
-142
72
$5.09M 0.29%
80,385
-2,900
73
$5.08M 0.29%
127,741
+1,425
74
$5M 0.29%
38,048
+3,544
75
$4.97M 0.28%
36,382
-3,036
1 2
3
4 5