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
476
$507K 0.03%
5,103
-1,015
477
$500K 0.03%
29,024
+29
478
$494K 0.03%
8,413
+20
479
$493K 0.03%
31,564
+44
480
$492K 0.03%
13,809
+26
481
$491K 0.03%
15,350
482
$489K 0.03%
2,870
-71
483
$486K 0.03%
4,120
-452
484
$485K 0.03%
26,582
-6,001
485
$485K 0.03%
18,816
-27,884
486
$483K 0.03%
15,027
-775
487
$483K 0.03%
13,946
488
$481K 0.03%
25,855
+1,041
489
$477K 0.03%
37,310
-489
490
$476K 0.03%
7,831
+15
491
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14,584
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493
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2,310
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494
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1,925
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495
$467K 0.03%
27,500
+1,070
496
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13,485
-508
497
$459K 0.03%
7,172
498
$459K 0.03%
13,186
-956
499
$457K 0.03%
3,362
+747
500
$456K 0.03%
+9,453
18 19
20
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