WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
176
$2.07M 0.12%
53,708
+4,989
177
$2.07M 0.12%
109,618
+71,738
178
$2.07M 0.12%
121,813
-5,420
179
$2.06M 0.12%
44,756
180
$2.06M 0.12%
26,944
-778
181
$2.05M 0.12%
15,048
-3,813
182
$2M 0.11%
12,730
+3,293
183
$1.99M 0.11%
26,818
+391
184
$1.98M 0.11%
16,612
+2,332
185
$1.98M 0.11%
924
+120
186
$1.98M 0.11%
35,502
+5,360
187
$1.98M 0.11%
3,900
+78
188
$1.97M 0.11%
47,354
-534
189
$1.91M 0.11%
79,424
+16
190
$1.91M 0.11%
+24,530
191
$1.91M 0.11%
72,738
+3,422
192
$1.89M 0.11%
46,842
193
$1.86M 0.11%
44,900
+594
194
$1.81M 0.1%
46,247
-3,991
195
$1.8M 0.1%
19,260
+835
196
$1.8M 0.1%
9,191
+5,153
197
$1.79M 0.1%
+24,893
198
$1.79M 0.1%
17,453
+3,310
199
$1.79M 0.1%
57,893
+1,834
200
$1.78M 0.1%
24,816
+3,201
6 7
8
9 10