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
426
$596K 0.03%
1,760
-82
427
$595K 0.03%
13,836
-1,008
428
$593K 0.03%
3,258
+378
429
$589K 0.03%
19,508
-1,777
430
$587K 0.03%
26,633
-3,567
431
$585K 0.03%
4,902
+482
432
$583K 0.03%
11,926
-1,128
433
$583K 0.03%
17,112
-2,779
434
$581K 0.03%
3,341
-137
435
$580K 0.03%
12,042
-5,310
436
$579K 0.03%
9,848
+3,125
437
$579K 0.03%
8,215
+7
438
$575K 0.03%
46,687
-3,573
439
$573K 0.03%
18,376
+716
440
$571K 0.03%
11,645
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441
$568K 0.03%
1,902
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442
$565K 0.03%
9,422
443
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17,789
-19,307
444
$559K 0.03%
12,526
+4,936
445
$557K 0.03%
4,779
+714
446
$555K 0.03%
2,546
+1,126
447
$550K 0.03%
42,359
+14,083
448
$550K 0.03%
11,767
-397
449
$549K 0.03%
20,828
-3,269
450
$546K 0.03%
15,812
+1,040
16 17
18
19 20