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
451
$430K 0.03%
8,735
-1,534
452
$429K 0.03%
20,692
-119
453
$429K 0.03%
5,856
+94
454
$428K 0.03%
3,863
+23
455
$428K 0.03%
4,074
-707
456
$428K 0.03%
16,031
+127
457
$425K 0.03%
21,625
458
$425K 0.03%
+4,401
459
$424K 0.03%
846
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460
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19,658
-85,633
461
$420K 0.03%
4,470
+50
462
$418K 0.02%
+142,590
463
$417K 0.02%
14,191
-1,769
464
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1,287
-7
465
$414K 0.02%
4,967
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466
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467
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468
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469
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13,018
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470
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8,656
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471
$409K 0.02%
519
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472
$408K 0.02%
17,869
-73
473
$407K 0.02%
4,251
+167
474
$407K 0.02%
12,118
+3
475
$406K 0.02%
2,096
+166
17 18
19
20 21