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
576
$340K 0.02%
4,551
-502
577
$340K 0.02%
9,320
+16
578
$339K 0.02%
16,932
-600
579
$339K 0.02%
4,093
+92
580
$337K 0.02%
5,967
-1
581
$336K 0.02%
9,517
-6,301
582
$331K 0.02%
17,020
-36
583
$330K 0.02%
6,078
+4
584
$330K 0.02%
6,100
-4,970
585
$326K 0.02%
5,049
+883
586
$324K 0.02%
3,797
-612
587
$323K 0.02%
680
-2,477
588
$322K 0.02%
40,000
589
$322K 0.02%
28,201
-11,477
590
$321K 0.02%
11,812
-809
591
$319K 0.02%
5,100
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592
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4,000
593
$317K 0.02%
3,030
594
$317K 0.02%
2,770
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595
$315K 0.02%
10,645
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596
$314K 0.02%
2,204
-372
597
$314K 0.02%
2,084
598
$312K 0.02%
2,445
+262
599
$311K 0.02%
23,583
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600
$310K 0.02%
6,694
-179
22 23
24
25 26