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
376
$594K 0.04%
4,025
+370
377
$590K 0.04%
5,970
+752
378
$588K 0.04%
28,700
379
$585K 0.03%
1,669
+95
380
$585K 0.03%
706
+36
381
$580K 0.03%
35,579
-3,277
382
$579K 0.03%
6,422
+1,493
383
$578K 0.03%
11,023
-1,618
384
$564K 0.03%
4,196
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385
$564K 0.03%
4,296
-215
386
$554K 0.03%
4,943
+56
387
$549K 0.03%
18,335
+236
388
$548K 0.03%
36,808
+1,097
389
$545K 0.03%
10,986
-1,783
390
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3,450
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391
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4,091
-331
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12,231
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393
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2,525
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394
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22,866
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395
$524K 0.03%
16,043
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396
$517K 0.03%
24,992
397
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17,631
+1,161
398
$516K 0.03%
8,093
+87
399
$514K 0.03%
7,168
-102
400
$513K 0.03%
27,259
-7,277
14 15
16
17 18