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
251
$1.11M 0.07%
44,873
+166
252
$1.11M 0.07%
7,855
+2,086
253
$1.09M 0.07%
2,692
-234
254
$1.09M 0.06%
37,738
+17,667
255
$1.09M 0.06%
25,864
-1,120
256
$1.07M 0.06%
10,601
+1,786
257
$1.07M 0.06%
20,653
+65
258
$1.06M 0.06%
14,029
+220
259
$1.06M 0.06%
41,563
+618
260
$1.06M 0.06%
15,769
-445
261
$1.05M 0.06%
8,267
-87
262
$1.05M 0.06%
8,912
+311
263
$1.05M 0.06%
4,402
-523
264
$1.05M 0.06%
22,673
+2,923
265
$1.04M 0.06%
3,715
266
$1.04M 0.06%
12,952
-823
267
$1.03M 0.06%
3,632
-539
268
$1.03M 0.06%
19,460
-3,323
269
$1.02M 0.06%
276
-17
270
$1.02M 0.06%
53,912
-36,285
271
$1.02M 0.06%
11,167
-838
272
$1.02M 0.06%
11,952
+1,512
273
$1.02M 0.06%
16,368
-50
274
$1.02M 0.06%
3,341
+254
275
$1.02M 0.06%
91,511
+4,461
9 10
11
12 13