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
101
$2.96M 0.19%
97,226
+22,396
102
$2.94M 0.19%
15,862
-1,971
103
$2.91M 0.19%
125,629
-130,463
104
$2.89M 0.19%
130,100
+44,935
105
$2.85M 0.19%
23,608
-1,840
106
$2.82M 0.18%
16,633
+1,505
107
$2.8M 0.18%
40,063
-6,626
108
$2.74M 0.18%
44,037
-22,048
109
$2.74M 0.18%
22,890
-226
110
$2.73M 0.18%
20,686
+2,968
111
$2.73M 0.18%
78,020
-38,491
112
$2.7M 0.18%
9,338
+1,161
113
$2.68M 0.17%
26,479
+8,343
114
$2.65M 0.17%
127,228
-7,021
115
$2.64M 0.17%
11,955
-4,821
116
$2.63M 0.17%
121,950
+30,254
117
$2.61M 0.17%
51,111
-2,289
118
$2.61M 0.17%
104,818
+698
119
$2.59M 0.17%
30,615
-14
120
$2.53M 0.17%
41,314
+1,294
121
$2.53M 0.16%
6,043
+147
122
$2.53M 0.16%
27,644
+931
123
$2.51M 0.16%
17,360
-12,070
124
$2.48M 0.16%
14,378
-186
125
$2.47M 0.16%
43,746
+1,415
3 4
5
6 7