WWM

Western Wealth Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$4.81M
3
+$4.71M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$4.24M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.77M

Top Sells

1
+$6.35M
2
+$5.67M
3
+$4.61M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$4.44M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.37M

Sector Composition

1 Technology 13.07%
2 Financials 7.04%
3 Consumer Discretionary 4.27%
4 Communication Services 3.14%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.27M 0.08%
30,423
-1,677
227
$1.27M 0.08%
42,187
228
$1.27M 0.08%
21,429
-446
229
$1.27M 0.08%
+23,956
230
$1.27M 0.08%
+2,365
231
$1.26M 0.07%
22,028
+5,878
232
$1.26M 0.07%
6,368
+556
233
$1.24M 0.07%
10,226
-85
234
$1.24M 0.07%
1,562
+645
235
$1.24M 0.07%
4,437
+56
236
$1.21M 0.07%
11,605
-1,103
237
$1.21M 0.07%
55,062
-1,150
238
$1.2M 0.07%
+18,639
239
$1.2M 0.07%
36,710
+4,005
240
$1.18M 0.07%
20,298
-3
241
$1.18M 0.07%
15,003
-673
242
$1.16M 0.07%
14,943
-668
243
$1.15M 0.07%
4,123
+306
244
$1.15M 0.07%
28,890
-1,375
245
$1.15M 0.07%
44,348
+724
246
$1.15M 0.07%
11,546
+537
247
$1.14M 0.07%
47,071
+9,026
248
$1.14M 0.07%
12,370
-759
249
$1.12M 0.07%
7,911
-178
250
$1.11M 0.07%
15,619
+2,543
8 9
10
11 12