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
776
$40K ﹤0.01%
11,430
777
$38K ﹤0.01%
+328
778
$38K ﹤0.01%
+777
779
$30K ﹤0.01%
12,000
780
$24K ﹤0.01%
12,000
781
$20K ﹤0.01%
10,968
782
$10K ﹤0.01%
1,901
783
$8K ﹤0.01%
+800
784
$6K ﹤0.01%
250
785
– –
-989
786
– –
-3,775
787
– –
-14,566
788
– –
-17,216
789
– –
-4,186
790
– –
-5,712
791
– –
-17,600
792
– –
-6,562
793
– –
-5,514
794
– –
-23,748
795
– –
-2,332
796
– –
-4,020
797
– –
-3,820
798
– –
-5,090
799
– –
-3,692
800
– –
-1,209
30 31
32
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