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
651
$262K 0.02%
5,480
-130
652
$262K 0.02%
1,079
-50
653
$260K 0.01%
+4,842
654
$260K 0.01%
6,834
-2,913
655
$259K 0.01%
5,485
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656
$259K 0.01%
4,032
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657
$259K 0.01%
12,546
-4,820
658
$258K 0.01%
4,704
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659
$257K 0.01%
8,197
-8,530
660
$256K 0.01%
+5,014
661
$255K 0.01%
+2,806
662
$254K 0.01%
996
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663
$254K 0.01%
4,390
664
$254K 0.01%
4,017
-1,610
665
$253K 0.01%
29,214
+7,821
666
$252K 0.01%
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667
$252K 0.01%
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668
$250K 0.01%
8,446
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$250K 0.01%
9,750
670
$250K 0.01%
1,837
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671
$249K 0.01%
7,006
672
$248K 0.01%
2,437
+265
673
$247K 0.01%
+3,508
674
$246K 0.01%
10,124
+36
675
$244K 0.01%
5,154
+39
25 26
27
28 29