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
501
$367K 0.02%
9,674
-2,033
502
$366K 0.02%
6,877
+424
503
$366K 0.02%
23,349
+320
504
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10,591
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505
$364K 0.02%
4,710
+571
506
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12,107
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507
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5,245
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508
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308
-1
509
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510
$359K 0.02%
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511
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4,191
512
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15,714
-2,199
513
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9,830
514
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18,900
515
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516
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519
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5,480
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520
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2,602
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521
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4,660
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2,027
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523
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10,215
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524
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6,139
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525
$332K 0.02%
7,163
+16
19 20
21
22 23