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
51
$6.15M 0.37%
14,031
-2
52
$6.13M 0.36%
56,847
-2,537
53
$5.7M 0.34%
10,147
-212
54
$5.59M 0.33%
66,954
-6,370
55
$5.57M 0.33%
137,052
+1,831
56
$5.52M 0.33%
50,615
+47,050
57
$5.5M 0.33%
109,247
-86,480
58
$5.49M 0.33%
58,485
-1,470
59
$5.46M 0.33%
40,067
+3,167
60
$5.46M 0.32%
50,277
+14,539
61
$5.4M 0.32%
24,239
-977
62
$5.38M 0.32%
29,448
-1,387
63
$5.32M 0.32%
18,225
+143
64
$5.3M 0.32%
33,237
+719
65
$5.26M 0.31%
+101,042
66
$5.23M 0.31%
164,483
-4,768
67
$5.17M 0.31%
47,281
-1,072
68
$5.1M 0.3%
286,378
-7,949
69
$5.09M 0.3%
176,901
+41,069
70
$4.93M 0.29%
96,273
+89,098
71
$4.92M 0.29%
54,548
-1,042
72
$4.9M 0.29%
9,620
-192
73
$4.87M 0.29%
36,071
+1,442
74
$4.86M 0.29%
51,864
-11,659
75
$4.85M 0.29%
108,441
-2,583
1 2
3
4 5