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
301
$1.01M 0.06%
21,866
-6,456
302
$1.01M 0.06%
9,962
-636
303
$1M 0.06%
20,161
-4,116
304
$992K 0.06%
8,709
-9,043
305
$989K 0.06%
21,358
-1
306
$982K 0.06%
7,268
+520
307
$975K 0.06%
17,156
-1,725
308
$974K 0.06%
56,149
+3,734
309
$973K 0.06%
5,753
+43
310
$968K 0.06%
21,491
+1,165
311
$959K 0.06%
48,655
-8,781
312
$957K 0.05%
58,383
+1,180
313
$957K 0.05%
10,040
-6,901
314
$950K 0.05%
3,132
+146
315
$947K 0.05%
11,842
+157
316
$946K 0.05%
9,532
+3,048
317
$941K 0.05%
22,589
+5
318
$941K 0.05%
11,807
-2,550
319
$928K 0.05%
10,198
-2,151
320
$925K 0.05%
17,836
-65
321
$920K 0.05%
12,183
-1,677
322
$918K 0.05%
24,602
-98
323
$918K 0.05%
17,765
-1,056
324
$915K 0.05%
52,480
-35,220
325
$910K 0.05%
41,886
+2,350
11 12
13
14 15