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
$681M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.92M
3
+$2.58M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.41M
5
TAIL icon
Cambria Tail Risk ETF
TAIL
+$1.67M

Top Sells

1
+$3.49M
2
+$3.42M
3
+$1.79M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.55M
5
BND icon
Vanguard Total Bond Market
BND
+$1.47M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.28%
3 Financials 4.74%
4 Communication Services 4.57%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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