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
276
$1.15M 0.07%
52,612
-4,617
277
$1.15M 0.07%
5,796
+122
278
$1.15M 0.07%
36,320
+11,687
279
$1.15M 0.07%
29,260
-6,005
280
$1.14M 0.07%
59,000
+46,300
281
$1.13M 0.06%
6,160
-8,364
282
$1.12M 0.06%
10,208
-1,601
283
$1.12M 0.06%
47,902
+10,419
284
$1.12M 0.06%
13,688
-22
285
$1.11M 0.06%
11,556
-12
286
$1.1M 0.06%
39,258
-6,418
287
$1.1M 0.06%
35,051
+75
288
$1.1M 0.06%
53,281
-7,183
289
$1.1M 0.06%
25,978
+4,105
290
$1.09M 0.06%
11,012
-278
291
$1.09M 0.06%
5,191
+288
292
$1.08M 0.06%
37,875
-2,284
293
$1.07M 0.06%
15,796
-15,956
294
$1.05M 0.06%
49,253
+9,166
295
$1.03M 0.06%
10,868
+863
296
$1.03M 0.06%
17,254
+262
297
$1.03M 0.06%
103,337
-1
298
$1.03M 0.06%
4,935
-15,602
299
$1.02M 0.06%
2,479
300
$1.01M 0.06%
+23,280
10 11
12
13 14