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WWM

Western Wealth Management Portfolio holdings

AUM $2.73B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
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
+$13.2M
2
+$6.26M
3
+$5.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.18M
5
ULTR
IQ Ultra Short Duration ETF
ULTR
+$4.73M

Top Sells

1
+$9.66M
2
+$4.92M
3
+$4.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.23M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.63M

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
151
$2.71M 0.16%
42,751
+6,236
152
$2.67M 0.15%
67,724
-332
153
$2.61M 0.15%
15,675
+3,436
154
$2.61M 0.15%
87,155
+2,130
155
$2.59M 0.15%
41,697
+4,033
156
$2.57M 0.15%
29,516
+4,227
157
$2.57M 0.15%
9,525
+1,071
158
$2.56M 0.15%
51,026
+6,940
159
$2.48M 0.14%
174,864
+621
160
$2.42M 0.14%
7,126
+1,897
161
$2.39M 0.14%
199,034
-31,121
162
$2.38M 0.14%
30,307
+1,741
163
$2.31M 0.13%
16,746
+1,852
164
$2.31M 0.13%
72,797
-1,686
165
$2.29M 0.13%
27,547
+4,953
166
$2.28M 0.13%
38,658
+401
167
$2.25M 0.13%
3,801
+665
168
$2.19M 0.13%
52,422
+7,398
169
$2.18M 0.12%
94,804
+33,140
170
$2.17M 0.12%
26,022
+2,497
171
$2.17M 0.12%
22,628
-1,591
172
$2.15M 0.12%
25,830
+2,212
173
$2.14M 0.12%
13,340
+787
174
$2.12M 0.12%
56,081
-30,745
175
$2.12M 0.12%
98,470
+50,568
5 6
7
8 9