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
401
$656K 0.04%
7,770
+38
402
$653K 0.04%
13,691
-130
403
$653K 0.04%
6,843
+9
404
$652K 0.04%
20,179
+11
405
$647K 0.04%
2,921
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406
$644K 0.04%
4,977
+196
407
$642K 0.04%
4,783
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408
$640K 0.04%
18,428
+3,444
409
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13,354
410
$639K 0.04%
7,876
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411
$638K 0.04%
7,760
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412
$633K 0.04%
9,177
-4
413
$625K 0.04%
34,924
+500
414
$624K 0.04%
12,362
-1,577
415
$622K 0.04%
8,899
-3,181
416
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4,082
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417
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8,884
418
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20,764
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419
$613K 0.04%
8,250
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420
$607K 0.03%
46,449
+4,000
421
$600K 0.03%
9,609
-4,150
422
$600K 0.03%
19,331
+243
423
$599K 0.03%
9,176
+3,206
424
$598K 0.03%
15,252
-1,518
425
$596K 0.03%
9,616
+1,039
15 16
17
18 19