WWM

Western Wealth Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$4.81M
3
+$4.71M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$4.24M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.77M

Top Sells

1
+$6.35M
2
+$5.67M
3
+$4.61M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$4.44M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.37M

Sector Composition

1 Technology 13.07%
2 Financials 7.04%
3 Consumer Discretionary 4.27%
4 Communication Services 3.14%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.66M 0.28%
12,701
-154
77
$4.63M 0.28%
11,455
+9
78
$4.61M 0.27%
20,370
+569
79
$4.61M 0.27%
64,640
+1,021
80
$4.3M 0.26%
48,106
-685
81
$4.3M 0.26%
119,877
-205
82
$4.29M 0.26%
101,140
-2,626
83
$4.27M 0.25%
90,319
+5,196
84
$4.21M 0.25%
45,922
+8,665
85
$4.2M 0.25%
36,555
+1,477
86
$4.08M 0.24%
23,553
+995
87
$4.05M 0.24%
110,174
+3,230
88
$4.04M 0.24%
21,744
+252
89
$3.91M 0.23%
105,829
-20,821
90
$3.9M 0.23%
64,975
+1,836
91
$3.84M 0.23%
173,723
+37,140
92
$3.75M 0.22%
24,964
-2,234
93
$3.73M 0.22%
110,942
-15,149
94
$3.72M 0.22%
8,449
-788
95
$3.62M 0.22%
136,499
-25,127
96
$3.61M 0.22%
14,041
+684
97
$3.59M 0.21%
26,920
+2,100
98
$3.56M 0.21%
12,760
+535
99
$3.46M 0.21%
16,815
+345
100
$3.25M 0.19%
16,621
-34,110
2 3
4
5 6