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
476
$402K 0.02%
9,493
+19
477
$398K 0.02%
1,674
-38
478
$398K 0.02%
15,607
+880
479
$397K 0.02%
2,304
+94
480
$397K 0.02%
4,938
+395
481
$396K 0.02%
3,849
+501
482
$395K 0.02%
7,381
483
$394K 0.02%
5,833
-1,038
484
$393K 0.02%
7,826
+745
485
$393K 0.02%
4,003
+518
486
$392K 0.02%
9,599
+5
487
$391K 0.02%
3,569
-763
488
$391K 0.02%
13,894
+1,365
489
$386K 0.02%
1,699
-78
490
$384K 0.02%
1,545
-83
491
$381K 0.02%
+4,677
492
$379K 0.02%
+9,478
493
$379K 0.02%
5,115
+2,059
494
$377K 0.02%
9,495
-224
495
$375K 0.02%
+10,620
496
$373K 0.02%
+2,904
497
$373K 0.02%
15,663
-4,460
498
$370K 0.02%
4,303
+340
499
$369K 0.02%
11,544
-119
500
$367K 0.02%
488
+21
18 19
20
21 22