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
751
$202K 0.01%
2,400
752
$202K 0.01%
4,578
-5,337
753
$200K 0.01%
7,524
+38
754
$193K 0.01%
+22,496
755
$192K 0.01%
27,524
-1,690
756
$186K 0.01%
51,136
757
$184K 0.01%
14,064
+1,000
758
$180K 0.01%
10,896
759
$180K 0.01%
11,571
+343
760
$176K 0.01%
23,318
761
$176K 0.01%
+14,083
762
$172K 0.01%
24,000
-1,120
763
$170K 0.01%
56,440
764
$167K 0.01%
21,155
+24
765
$165K 0.01%
24,450
-400
766
$159K 0.01%
11,635
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$158K 0.01%
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769
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27,866
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$147K 0.01%
18,590
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771
$141K 0.01%
13,618
772
$139K 0.01%
10,645
-71
773
$138K 0.01%
+22,762
774
$133K 0.01%
18,374
-1,293
775
$129K 0.01%
10,488
29 30
31
32 33