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
276
$1.01M 0.06%
20,139
277
$1.01M 0.06%
3,262
+448
278
$1M 0.06%
173
+8
279
$1,000K 0.06%
29,235
-1,709
280
$989K 0.06%
11,924
-452
281
$987K 0.06%
3,301
+952
282
$983K 0.06%
39,831
-1,791
283
$965K 0.06%
18,917
+85
284
$964K 0.06%
1,797
285
$957K 0.06%
19,681
-94
286
$957K 0.06%
4,376
+287
287
$951K 0.06%
+35,556
288
$950K 0.06%
10,437
+580
289
$949K 0.06%
48,634
290
$943K 0.06%
13,845
-326
291
$935K 0.06%
1,869
+376
292
$928K 0.06%
30,105
+6
293
$916K 0.05%
16,815
+1,601
294
$915K 0.05%
12,362
+3
295
$907K 0.05%
4,982
+536
296
$905K 0.05%
10,668
297
$891K 0.05%
13,104
-258
298
$890K 0.05%
16,354
-3,266
299
$890K 0.05%
10,297
+2,634
300
$889K 0.05%
21,371
+5,109
10 11
12
13 14