WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
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
26
$10.6M 0.61%
91,831
-607
27
$10.4M 0.6%
58,748
+3,691
28
$10.2M 0.59%
382,915
-155,496
29
$10.1M 0.58%
85,016
+16,682
30
$9.97M 0.57%
244,285
+58,838
31
$9.93M 0.57%
138,894
+36,792
32
$9.92M 0.57%
189,728
-1,160
33
$9.41M 0.54%
73,925
-9,090
34
$9.36M 0.54%
196,185
-10,204
35
$9.22M 0.53%
182,097
+1,311
36
$9.05M 0.52%
227,922
+11,460
37
$8.63M 0.5%
93,399
-11,994
38
$8.54M 0.49%
30,911
+158
39
$8.51M 0.49%
560,460
-119,410
40
$8.5M 0.49%
55,510
-1,124
41
$8.21M 0.47%
117,064
+14,162
42
$8.01M 0.46%
19
43
$7.83M 0.45%
124,420
+397
44
$7.73M 0.44%
69,980
+8,380
45
$7.52M 0.43%
14,605
+1,431
46
$7.39M 0.42%
151,430
-2,760
47
$7.25M 0.42%
103,320
-7,187
48
$7.23M 0.42%
174,063
+3,525
49
$7.08M 0.41%
21,656
-15,024
50
$7.04M 0.4%
+106,341
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