WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
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
76
$5.13M 0.29%
50,333
+12
77
$4.95M 0.28%
117,360
-690
78
$4.95M 0.28%
79,833
+10,130
79
$4.89M 0.28%
+119,600
80
$4.83M 0.28%
57,672
-656
81
$4.73M 0.27%
316,218
-1,221
82
$4.71M 0.27%
34,504
-4,929
83
$4.7M 0.27%
224,727
-71,294
84
$4.64M 0.27%
99,900
+2,130
85
$4.52M 0.26%
102,617
+6,401
86
$4.51M 0.26%
55,001
-3,679
87
$4.39M 0.25%
46,383
+262
88
$4.38M 0.25%
74,417
-1,735
89
$4.36M 0.25%
47,717
-3,009
90
$4.34M 0.25%
12,480
-49
91
$4.33M 0.25%
74,427
+10,053
92
$4.19M 0.24%
175,164
+22,011
93
$4.12M 0.24%
78,372
+808
94
$4.11M 0.24%
25,552
-1,041
95
$4.09M 0.23%
105,190
-5,997
96
$4.09M 0.23%
51,010
+312
97
$4.01M 0.23%
87,784
-10,032
98
$4.01M 0.23%
31,409
+10,379
99
$3.97M 0.23%
18,161
-423
100
$3.88M 0.22%
50,162
+2,866
2 3
4
5 6