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
326
$902K 0.05%
48,061
+6,495
327
$897K 0.05%
8,310
-4,384
328
$896K 0.05%
4,819
-14
329
$887K 0.05%
46,127
+3,103
330
$884K 0.05%
8,316
-11,355
331
$881K 0.05%
39,682
+7,442
332
$877K 0.05%
4,315
-375
333
$876K 0.05%
5,864
-55
334
$872K 0.05%
8,357
-228
335
$870K 0.05%
8,838
+425
336
$867K 0.05%
22,397
+13,353
337
$862K 0.05%
12,572
+208
338
$862K 0.05%
10,690
+5
339
$858K 0.05%
4,038
-1,942
340
$853K 0.05%
6,653
+898
341
$843K 0.05%
13,080
+551
342
$842K 0.05%
29,921
+305
343
$837K 0.05%
36,523
+8,072
344
$835K 0.05%
39,951
-3,453
345
$831K 0.05%
4,458
-108
346
$828K 0.05%
4,162
+241
347
$824K 0.05%
20,587
-1,583
348
$823K 0.05%
68,790
349
$818K 0.05%
40,000
350
$813K 0.05%
+37,880
12 13
14
15 16