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
76
$4.96M 0.28%
46,261
-32
77
$4.9M 0.28%
84,191
+4,358
78
$4.82M 0.28%
116,127
+37,642
79
$4.8M 0.27%
391,830
-168,630
80
$4.78M 0.27%
157,473
-16,692
81
$4.73M 0.27%
49,408
-925
82
$4.72M 0.27%
+99,708
83
$4.69M 0.27%
58,888
+1,216
84
$4.61M 0.26%
47,872
+1,489
85
$4.59M 0.26%
320,691
+4,473
86
$4.5M 0.26%
198,753
+23,589
87
$4.49M 0.26%
101,436
-1,181
88
$4.46M 0.26%
118,198
+35,063
89
$4.42M 0.25%
198,765
+100,829
90
$4.41M 0.25%
54,468
-533
91
$4.38M 0.25%
49,880
+2,163
92
$4.32M 0.25%
81,815
+7,398
93
$4.29M 0.25%
96,840
+9,078
94
$4.25M 0.24%
78,785
+38,962
95
$4.18M 0.24%
122,949
+43,457
96
$4.06M 0.23%
7,958
+2,473
97
$4.05M 0.23%
24,678
+2,369
98
$4.05M 0.23%
37,898
-2,184
99
$4M 0.23%
12,159
+2,304
100
$3.93M 0.23%
29,001
+3,449
2 3
4
5 6