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
51
$5.58M 0.36%
109,554
+13,397
52
$5.49M 0.36%
32,758
-3,582
53
$5.42M 0.35%
59,966
-16,783
54
$5.41M 0.35%
10,271
-793
55
$5.32M 0.35%
12,967
-2,469
56
$5.3M 0.35%
299,305
-10,539
57
$5.25M 0.34%
18,097
-1,903
58
$5.07M 0.33%
28,474
-19,087
59
$5.05M 0.33%
36,501
-2,359
60
$5.05M 0.33%
115,606
-760
61
$5.04M 0.33%
12,958
-5,763
62
$5.01M 0.33%
71,228
-507
63
$4.93M 0.32%
144,553
+9,749
64
$4.76M 0.31%
137,622
-1,902
65
$4.73M 0.31%
59,850
-2,565
66
$4.67M 0.3%
25,556
-1,741
67
$4.55M 0.3%
53,104
-5,756
68
$4.49M 0.29%
34,925
-283
69
$4.45M 0.29%
50,171
+3,320
70
$4.42M 0.29%
161,609
-72,610
71
$4.35M 0.28%
86,396
+34,864
72
$4.27M 0.28%
8,447
-3,313
73
$4.23M 0.28%
63,138
+4,677
74
$4.11M 0.27%
4,613
-177
75
$3.98M 0.26%
28,596
-171
1 2
3
4 5