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
451
$543K 0.03%
9,903
+7
452
$543K 0.03%
23,755
+6,615
453
$542K 0.03%
5,727
-1
454
$540K 0.03%
22,452
-4,760
455
$538K 0.03%
21,634
-740
456
$533K 0.03%
7,531
+552
457
$531K 0.03%
24,326
458
$526K 0.03%
3,554
+180
459
$526K 0.03%
3,429
-5
460
$526K 0.03%
17,109
+4,530
461
$525K 0.03%
2,255
+23
462
$523K 0.03%
11,421
+1,494
463
$518K 0.03%
4,727
+611
464
$514K 0.03%
16,892
-1
465
$514K 0.03%
4,880
-666
466
$514K 0.03%
5,280
-1,639
467
$514K 0.03%
7,358
-1,642
468
$514K 0.03%
3,836
+476
469
$512K 0.03%
7,758
-398
470
$512K 0.03%
2,240
-523
471
$509K 0.03%
6,292
-517
472
$509K 0.03%
20,929
+74
473
$509K 0.03%
6,136
-517
474
$508K 0.03%
36,158
475
$507K 0.03%
5,688
17 18
19
20 21