WWM
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Western Wealth Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Western Wealth Management’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-35,957
Closed -$1.23M – 674
2024
Q1 		$1.23M Buy
35,957
+18,109
+101% +$618K 0.1% 196
2023
Q4 		$562K Buy
+17,848
New +$562K 0.04% 379