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
726
$210K 0.01%
3,584
-253
727
$209K 0.01%
10,896
728
$208K 0.01%
2,110
729
$208K 0.01%
5,250
-175
730
$208K 0.01%
3,966
-3,436
731
$207K 0.01%
7,486
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732
$206K 0.01%
12,351
-1,000
733
$206K 0.01%
1,710
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734
$205K 0.01%
+2,440
735
$204K 0.01%
2,643
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736
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3,006
-36
737
$202K 0.01%
896
-8
738
$202K 0.01%
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739
$202K 0.01%
2,368
740
$201K 0.01%
1,259
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741
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742
$194K 0.01%
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744
$183K 0.01%
29,794
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745
$183K 0.01%
24,850
746
$175K 0.01%
21,131
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747
$168K 0.01%
13,618
748
$166K 0.01%
12,450
+647
749
$165K 0.01%
11,593
-622
750
$163K 0.01%
12,880
-1,320
28 29
30
31 32