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WWM
Western Wealth Management Portfolio holdings
AUM
$2.73B
1-Year Est. Return
21.16%
This Fund
S&P 500
1 Year Est. Return
+21.16%
AUM
$1.75B
AUM Growth
+$4.28M
(+0.25%)
Holding
859
Top Buys
| 1 | +$13.2M | |
| 2 | +$6.26M | |
| 3 | +$5.45M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$5.18M |
| 5 |
ULTR
IQ Ultra Short Duration ETF
ULTR
|
+$4.73M |
Top Sells
| 1 | +$9.66M | |
| 2 | +$4.92M | |
| 3 | +$4.33M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$4.23M |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$3.63M |
Sector Composition
| 1 | Technology | 10.15% |
| 2 | Financials | 6.29% |
| 3 | Consumer Discretionary | 5.3% |
| 4 | Healthcare | 4.68% |
| 5 | Consumer Staples | 2.97% |