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
126
$2.47M 0.16%
11,930
+440
127
$2.42M 0.16%
16,766
-13,403
128
$2.4M 0.16%
59,105
-39,235
129
$2.4M 0.16%
8,080
-447
130
$2.39M 0.16%
33,315
-10,600
131
$2.39M 0.16%
52,768
-10,904
132
$2.38M 0.15%
9,128
+53
133
$2.3M 0.15%
29,908
+4,422
134
$2.3M 0.15%
38,901
-38,712
135
$2.29M 0.15%
23,070
+9,355
136
$2.26M 0.15%
12,444
-1,064
137
$2.23M 0.15%
86,464
+32,885
138
$2.22M 0.14%
41,080
+225
139
$2.22M 0.14%
97,466
-12,100
140
$2.14M 0.14%
13,952
-15,159
141
$2.14M 0.14%
12,844
+123
142
$2.14M 0.14%
23,086
-350
143
$2.13M 0.14%
21,418
-7,303
144
$2.13M 0.14%
21,483
-6,022
145
$2.09M 0.14%
54,374
-16,602
146
$2.07M 0.14%
8,407
+180
147
$2.06M 0.13%
2,007
-1,500
148
$2.06M 0.13%
26,158
-2,053
149
$2.04M 0.13%
50,588
-9,054
150
$2.03M 0.13%
4,078
+220
4 5
6
7 8