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
351
$809K 0.05%
16,933
-2,748
352
$807K 0.05%
10,014
-3,777
353
$795K 0.05%
73,984
+10,919
354
$793K 0.05%
4,842
-4,492
355
$792K 0.05%
30,018
+7,685
356
$785K 0.05%
12,182
-1,388
357
$784K 0.05%
3,772
-1,089
358
$784K 0.05%
5,903
+2,654
359
$783K 0.04%
19,195
+440
360
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3,590
+337
361
$776K 0.04%
7,861
-34
362
$770K 0.04%
9,484
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363
$769K 0.04%
15,072
+21
364
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3,815
-704
365
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17,487
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16,542
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367
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8,269
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368
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19,060
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369
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15,893
-2,875
370
$749K 0.04%
22,482
371
$747K 0.04%
4,481
+161
372
$735K 0.04%
8,929
+153
373
$734K 0.04%
6,678
-40
374
$723K 0.04%
3,069
-301
375
$720K 0.04%
14,463
+802
13 14
15
16 17