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
576
$272K 0.02%
6,535
577
$272K 0.02%
4,185
+12
578
$272K 0.02%
4,299
-6
579
$272K 0.02%
10,750
-206
580
$272K 0.02%
4,190
-92
581
$271K 0.02%
4,998
-75
582
$271K 0.02%
1,143
+86
583
$271K 0.02%
16,826
+3,135
584
$270K 0.02%
1,717
-10
585
$269K 0.02%
8,677
+311
586
$268K 0.02%
7,930
-1,295
587
$268K 0.02%
2,637
+446
588
$268K 0.02%
2,752
+194
589
$267K 0.02%
5,227
+751
590
$264K 0.02%
12,636
+1,236
591
$264K 0.02%
2,138
-261
592
$263K 0.02%
10,438
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593
$262K 0.02%
12,794
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594
$261K 0.02%
4,163
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595
$261K 0.02%
4,412
+427
596
$259K 0.02%
10,384
597
$259K 0.02%
5,465
-41
598
$258K 0.02%
+526
599
$257K 0.02%
+10,900
600
$257K 0.02%
+7,095
22 23
24
25 26