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
201
$1.35M 0.09%
13,944
-7,698
202
$1.35M 0.09%
17,815
-612
203
$1.34M 0.09%
68,533
-1,587
204
$1.34M 0.09%
6,097
-10,816
205
$1.32M 0.09%
72,216
-16,484
206
$1.31M 0.09%
20,588
-1,557
207
$1.31M 0.09%
48,119
+1,041
208
$1.31M 0.09%
22,148
+1,321
209
$1.29M 0.08%
6,796
-23
210
$1.28M 0.08%
16,781
-772
211
$1.28M 0.08%
5,677
-5,110
212
$1.28M 0.08%
24,437
-26,978
213
$1.27M 0.08%
21,135
-9,550
214
$1.27M 0.08%
5,271
-354
215
$1.25M 0.08%
4,716
-3,140
216
$1.24M 0.08%
10,428
-1,318
217
$1.22M 0.08%
5,694
+67
218
$1.2M 0.08%
3,616
-3,382
219
$1.19M 0.08%
27,043
+1,212
220
$1.18M 0.08%
17,847
-4,664
221
$1.16M 0.08%
9,172
+379
222
$1.15M 0.07%
12,599
-14,246
223
$1.15M 0.07%
35,607
+352
224
$1.14M 0.07%
356
-5
225
$1.13M 0.07%
28,187
+1,601
7 8
9
10 11