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
176
$1.67M 0.11%
89,105
+4,040
177
$1.62M 0.11%
9,241
+1,188
178
$1.59M 0.1%
4,376
-2,638
179
$1.57M 0.1%
2,748
-287
180
$1.54M 0.1%
29,482
-463
181
$1.53M 0.1%
14,826
-4,736
182
$1.53M 0.1%
10,345
+202
183
$1.53M 0.1%
6,379
-2,240
184
$1.52M 0.1%
66,743
-42,076
185
$1.5M 0.1%
64,275
-2,200
186
$1.46M 0.1%
13,716
+1,767
187
$1.45M 0.09%
12,557
-2,835
188
$1.44M 0.09%
12,709
-10,078
189
$1.43M 0.09%
2,753
-1,890
190
$1.43M 0.09%
9,849
+1,518
191
$1.43M 0.09%
15,985
-167
192
$1.41M 0.09%
46,625
-935
193
$1.41M 0.09%
30,711
+1,026
194
$1.4M 0.09%
32,498
-1,349
195
$1.39M 0.09%
6,891
-3
196
$1.39M 0.09%
6,036
+3
197
$1.38M 0.09%
27,947
-3,897
198
$1.37M 0.09%
7,726
-2,303
199
$1.36M 0.09%
+52,509
200
$1.36M 0.09%
10,987
+493
6 7
8
9 10