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
26
$13.1M 0.78%
211,823
-998
27
$11.2M 0.66%
38,535
+2,257
28
$10.9M 0.65%
30,713
+672
29
$10.4M 0.62%
191,124
+26
30
$10.2M 0.61%
111,891
-2,931
31
$10.1M 0.6%
198,790
+2,755
32
$9.9M 0.59%
14,922
+478
33
$9.84M 0.59%
230,982
+3,967
34
$9.69M 0.58%
115,697
+246
35
$9.64M 0.57%
387,317
+5,507
36
$9.45M 0.56%
22,261
+341
37
$9.44M 0.56%
126,033
+4,066
38
$8.57M 0.51%
26,994
-1,213
39
$8.25M 0.49%
233,397
+2,250
40
$7.29M 0.43%
139,145
+1,999
41
$7.13M 0.42%
23,401
-203
42
$7.12M 0.42%
68,253
+1,435
43
$6.94M 0.41%
51,464
-1,867
44
$6.82M 0.41%
50,950
+210
45
$6.8M 0.4%
126,571
+8,445
46
$6.75M 0.4%
8,664
+349
47
$6.73M 0.4%
37,912
+851
48
$6.65M 0.4%
164,165
+12,314
49
$6.62M 0.39%
67,652
+4,878
50
$6.39M 0.38%
43,328
-1,981
1
2
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