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
501
$456K 0.03%
9,915
-2,843
502
$452K 0.03%
6,252
-968
503
$450K 0.03%
12,666
-171
504
$449K 0.03%
6,412
+1
505
$448K 0.03%
+16,000
506
$447K 0.03%
34,176
507
$447K 0.03%
9,465
+7
508
$446K 0.03%
4,713
+3
509
$445K 0.03%
9,522
+8
510
$443K 0.03%
20,622
+20
511
$438K 0.03%
4,983
-181
512
$438K 0.03%
14,368
513
$436K 0.03%
33,670
514
$433K 0.02%
33,923
-5,575
515
$426K 0.02%
10,534
+2,405
516
$424K 0.02%
20,307
-1,365
517
$421K 0.02%
8,394
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518
$421K 0.02%
3,526
+286
519
$420K 0.02%
10,163
+21
520
$420K 0.02%
3,692
-463
521
$419K 0.02%
4,114
-905
522
$419K 0.02%
14,036
-982
523
$417K 0.02%
2,647
+215
524
$415K 0.02%
19,803
+2,058
525
$414K 0.02%
2,621
+178
19 20
21
22 23