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
676
$244K 0.01%
1,799
+108
677
$242K 0.01%
1,669
-81
678
$242K 0.01%
8,750
679
$240K 0.01%
1,848
+156
680
$239K 0.01%
3,526
+340
681
$238K 0.01%
808
-242
682
$236K 0.01%
2,388
-1,083
683
$236K 0.01%
6,599
-739
684
$236K 0.01%
+1,653
685
$235K 0.01%
9,003
+493
686
$234K 0.01%
7,738
-800
687
$234K 0.01%
2,898
-30
688
$233K 0.01%
2,411
+1
689
$233K 0.01%
+4,447
690
$232K 0.01%
490
-140
691
$232K 0.01%
8,000
692
$232K 0.01%
6,104
+10
693
$231K 0.01%
3,965
-97
694
$231K 0.01%
+1,124
695
$231K 0.01%
3,996
+1
696
$231K 0.01%
7,395
-551
697
$230K 0.01%
9,645
-113
698
$228K 0.01%
3,094
-984
699
$228K 0.01%
2,792
-260
700
$226K 0.01%
4,028
-48,807
26 27
28
29 30