WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+11.16%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$1.68B
AUM Growth
+$172M
(+11%)
Cap. Flow
+$37.1M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
26.34%
Holding
748
New
72
Increased
326
Reduced
272
Closed
27
Top Buys
| 1 |
Capital Group Dividend Value ETF
CGDV
|
+$15.1M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$5.26M |
| 3 |
American Century US Quality Growth ETF
QGRO
|
+$5.13M |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$4.57M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.08M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$6.67M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$5.94M |
| 3 |
AdvisorShares Ranger Equity Bear ETF
HDGE
|
+$4.61M |
| 4 |
Cambria Tail Risk ETF
TAIL
|
+$4.44M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$4.37M |
Sector Composition
| 1 | Technology | 13.09% |
| 2 | Financials | 7.02% |
| 3 | Consumer Discretionary | 4.27% |
| 4 | Communication Services | 3.14% |
| 5 | Healthcare | 2.59% |
