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
851
– –
-2,278
852
– –
-25,386
853
– –
-3,095
854
– –
-5,090
855
– –
-3,692
856
– –
-7,446
857
– –
-965
858
– –
-48,181
859
– –
-7,495
860
– –
-240,786
861
– –
-3,849
862
– –
-2,986
863
– –
-2,008
864
– –
-4,892
865
– –
-1,873
866
– –
-6,421
867
– –
-2,214
868
– –
-2,505
869
– –
-3,986
870
– –
-6,418
871
– –
-39,424
872
– –
-1,209
873
– –
-7,424
874
– –
-6,154
31 32 33 34
35