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
526
$331K 0.02%
3,287
-112
527
$330K 0.02%
4,956
+40
528
$330K 0.02%
3,964
+720
529
$329K 0.02%
3,158
-17
530
$328K 0.02%
5,844
+1
531
$326K 0.02%
1,751
-248
532
$326K 0.02%
1,691
-78
533
$325K 0.02%
5,881
-836
534
$324K 0.02%
5,842
+3
535
$321K 0.02%
1,876
+2
536
$319K 0.02%
6,443
-808
537
$318K 0.02%
+2,712
538
$318K 0.02%
8,473
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539
$316K 0.02%
+7,362
540
$314K 0.02%
+3,422
541
$313K 0.02%
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542
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1,161
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4,889
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544
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862
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545
$312K 0.02%
1,580
546
$307K 0.02%
+1,898
547
$304K 0.02%
2,804
548
$303K 0.02%
2,654
+433
549
$302K 0.02%
14,764
-2,592
550
$299K 0.02%
2,808
+7
20 21
22
23 24