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
751
$157K 0.01%
13,064
+385
752
$156K 0.01%
18,566
-1,724
753
$150K 0.01%
13,860
754
$149K 0.01%
10,716
-11,985
755
$139K 0.01%
10,488
-3,979
756
$136K 0.01%
17,873
+1,249
757
$136K 0.01%
51,136
758
$127K 0.01%
15,262
+228
759
$120K 0.01%
11,400
760
$119K 0.01%
+10,450
761
$117K 0.01%
4,232
762
$115K 0.01%
9
-1
763
$103K 0.01%
1,883
-1,273
764
$98K 0.01%
17,330
765
$94K 0.01%
14,434
766
$92K 0.01%
+11,324
767
$84K ﹤0.01%
24,958
768
$82K ﹤0.01%
13,000
769
$80K ﹤0.01%
13,000
770
$71K ﹤0.01%
+485
771
$56K ﹤0.01%
+1,000
772
$49K ﹤0.01%
383
-100
773
$44K ﹤0.01%
30,000
774
$43K ﹤0.01%
867
775
$42K ﹤0.01%
1,402
29 30
31
32 33