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
76
$3.98M 0.26%
34,369
+12,599
77
$3.88M 0.25%
118,585
+19,538
78
$3.81M 0.25%
19,271
-8,797
79
$3.79M 0.25%
21,355
-14,741
80
$3.78M 0.25%
11,314
-1,604
81
$3.68M 0.24%
10,748
+1,356
82
$3.64M 0.24%
82,828
+884
83
$3.53M 0.23%
126,746
+26,240
84
$3.51M 0.23%
22,033
-4,306
85
$3.47M 0.23%
26,440
+4,572
86
$3.47M 0.23%
28,722
-454
87
$3.46M 0.23%
35,160
-7,970
88
$3.4M 0.22%
59,363
+7,301
89
$3.38M 0.22%
97,539
+34,987
90
$3.37M 0.22%
3,176
+618
91
$3.33M 0.22%
34,410
-8,431
92
$3.29M 0.21%
88,541
+21,418
93
$3.28M 0.21%
7,702
+77
94
$3.21M 0.21%
42,459
+5,945
95
$3.15M 0.21%
42,607
-480
96
$3.13M 0.2%
84,964
97
$3.12M 0.2%
11,139
-10
98
$3.11M 0.2%
41,079
-5,133
99
$3.07M 0.2%
24,097
+3,282
100
$2.99M 0.19%
12,340
-1,244
2 3
4
5 6