WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
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
51
$6.88M 0.4%
40,931
-1,305
52
$6.66M 0.38%
46,171
+1,120
53
$6.63M 0.38%
20,991
-991
54
$6.54M 0.38%
57,772
-11,198
55
$6.32M 0.36%
83,962
+4,073
56
$6.29M 0.36%
176,328
57
$6.13M 0.35%
65,652
-1,956
58
$6.11M 0.35%
72,982
-1,528
59
$6.1M 0.35%
71,041
-34,530
60
$6.01M 0.35%
44,805
-1,945
61
$5.99M 0.34%
19,455
-1,645
62
$5.97M 0.34%
26,728
+173
63
$5.93M 0.34%
24,017
-3,059
64
$5.89M 0.34%
45,036
+426
65
$5.88M 0.34%
63,193
-260
66
$5.84M 0.34%
98,351
+29,628
67
$5.71M 0.33%
39,418
-19
68
$5.58M 0.32%
111,312
+82,270
69
$5.49M 0.31%
174,165
-40,664
70
$5.45M 0.31%
46,293
+1,202
71
$5.38M 0.31%
31,591
+1,197
72
$5.34M 0.31%
47,628
-19,674
73
$5.33M 0.31%
+83,285
74
$5.3M 0.3%
126,316
+1,304
75
$5.24M 0.3%
36,452
-104
1 2
3
4 5