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
101
$3.92M 0.22%
49,910
+6,030
102
$3.91M 0.22%
164,042
+14,389
103
$3.89M 0.22%
64,806
+14,823
104
$3.88M 0.22%
105,476
+286
105
$3.87M 0.22%
18,402
+241
106
$3.8M 0.22%
50,228
-782
107
$3.77M 0.22%
87,860
+17,643
108
$3.74M 0.21%
239,134
+14,407
109
$3.73M 0.21%
50,895
+1,664
110
$3.71M 0.21%
38,123
+5,314
111
$3.6M 0.21%
80,773
+2,401
112
$3.55M 0.2%
16,675
+1,960
113
$3.5M 0.2%
27,714
-3,695
114
$3.39M 0.19%
80,177
-7,607
115
$3.31M 0.19%
93,680
+14,664
116
$3.3M 0.19%
52,522
-843
117
$3.29M 0.19%
142,365
+22,517
118
$3.25M 0.19%
26,385
+9,865
119
$3.25M 0.19%
13,544
+421
120
$3.21M 0.18%
65,316
-760
121
$3.21M 0.18%
37,914
-428
122
$3.17M 0.18%
41,805
-4,345
123
$3.17M 0.18%
44,634
+10,732
124
$3.14M 0.18%
30,942
+2,353
125
$3.12M 0.18%
63,989
-5,269
3 4
5
6 7