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
551
$299K 0.02%
+5,689
552
$297K 0.02%
11,608
-1,817
553
$297K 0.02%
4,367
+122
554
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5,798
-869
555
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3,234
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556
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6,008
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557
$292K 0.02%
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558
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8,393
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559
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560
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-254
561
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1,011
-127
562
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3,379
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563
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1,839
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564
$282K 0.02%
+5,654
565
$281K 0.02%
25,901
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566
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737
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570
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20,228
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571
$276K 0.02%
621
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4,403
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573
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2,249
-177
574
$274K 0.02%
2,307
-11
575
$272K 0.02%
+2,706
21 22
23
24 25