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
776
$125K 0.01%
17,963
+90
777
$123K 0.01%
13,260
-600
778
$121K 0.01%
872
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779
$118K 0.01%
11,400
780
$108K 0.01%
+10,208
781
$106K 0.01%
10,450
782
$105K 0.01%
10,000
-2,880
783
$97K 0.01%
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784
$90K 0.01%
10,772
-4,490
785
$84K ﹤0.01%
14,434
786
$78K ﹤0.01%
11,324
787
$76K ﹤0.01%
13,000
788
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13,000
789
$71K ﹤0.01%
8
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790
$67K ﹤0.01%
17,330
791
$53K ﹤0.01%
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792
$53K ﹤0.01%
499
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794
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795
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$36K ﹤0.01%
12,000
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$33K ﹤0.01%
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798
$32K ﹤0.01%
1,000
799
$30K ﹤0.01%
25,000
-5,000
800
$30K ﹤0.01%
1,402
30 31
32
33 34