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
676
$213K 0.01%
1,754
-21
677
$212K 0.01%
10,150
678
$212K 0.01%
+2,258
679
$211K 0.01%
1,902
+108
680
$211K 0.01%
2,655
-1,974
681
$211K 0.01%
7,628
-21
682
$210K 0.01%
+449
683
$210K 0.01%
+8,000
684
$210K 0.01%
+2,000
685
$209K 0.01%
1,847
-17
686
$209K 0.01%
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687
$209K 0.01%
10,922
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688
$207K 0.01%
6,975
-2,918
689
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1,600
-244
690
$206K 0.01%
+1,871
691
$204K 0.01%
+2,532
692
$204K 0.01%
61,460
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693
$203K 0.01%
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694
$203K 0.01%
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695
$202K 0.01%
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696
$202K 0.01%
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697
$202K 0.01%
+9,312
698
$201K 0.01%
+225
699
$201K 0.01%
+3,363
700
$201K 0.01%
1,688
-592
26 27
28
29 30