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
551
$367K 0.02%
4,089
+1,094
552
$367K 0.02%
14,984
-396
553
$367K 0.02%
1,441
-26
554
$363K 0.02%
4,063
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555
$362K 0.02%
11,535
-9,484
556
$362K 0.02%
38,900
+13,162
557
$359K 0.02%
+16,006
558
$358K 0.02%
13,061
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559
$358K 0.02%
6,464
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560
$357K 0.02%
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561
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+26,968
562
$354K 0.02%
5,857
-5,454
563
$352K 0.02%
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564
$352K 0.02%
3,528
-6,024
565
$352K 0.02%
5,551
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$351K 0.02%
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568
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6,342
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$346K 0.02%
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570
$345K 0.02%
7,174
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571
$345K 0.02%
18,478
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572
$344K 0.02%
7,229
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573
$344K 0.02%
6,226
-17,446
574
$342K 0.02%
3,845
-286
575
$342K 0.02%
7,042
+340
21 22
23
24 25