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
$1.74B
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.03M
3
+$7.97M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$7.04M
5
SH icon
ProShares Short S&P500
SH
+$5.33M

Top Sells

1
+$4.91M
2
+$4.21M
3
+$4.16M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$4.01M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.24M

Sector Composition

1 Technology 10.19%
2 Financials 6.23%
3 Consumer Discretionary 4.78%
4 Healthcare 4.59%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55M 0.09%
14,492
+776
227
$1.55M 0.09%
21,615
+157
228
$1.54M 0.09%
61,664
+9,200
229
$1.52M 0.09%
43,091
+7,693
230
$1.51M 0.09%
+30,515
231
$1.51M 0.09%
18,425
+2,990
232
$1.51M 0.09%
14,143
+2,362
233
$1.5M 0.09%
25,213
-2,109
234
$1.48M 0.09%
35,845
+3,362
235
$1.48M 0.09%
32,216
+625
236
$1.47M 0.08%
50,673
+540
237
$1.46M 0.08%
3,025
-142
238
$1.46M 0.08%
9,437
+233
239
$1.42M 0.08%
4,036
-2,469
240
$1.41M 0.08%
12,448
-1,372
241
$1.41M 0.08%
15,956
-608
242
$1.4M 0.08%
+35,405
243
$1.38M 0.08%
41,410
-11,629
244
$1.37M 0.08%
6,137
+38
245
$1.36M 0.08%
17,760
-207
246
$1.35M 0.08%
18,331
+73
247
$1.34M 0.08%
21,881
+14,047
248
$1.34M 0.08%
28,662
+2,859
249
$1.33M 0.08%
41,051
+5,754
250
$1.33M 0.08%
7,901
+3,534
8 9
10
11 12