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
101
$3.83M 0.22%
140,849
-75,971
102
$3.8M 0.22%
27,661
-1,532
103
$3.76M 0.22%
14,715
-1,060
104
$3.71M 0.21%
22,309
-1,111
105
$3.71M 0.21%
86,148
+70,948
106
$3.7M 0.21%
46,150
-3,122
107
$3.67M 0.21%
149,653
+2,998
108
$3.66M 0.21%
86,826
+272
109
$3.58M 0.21%
87,762
-2,721
110
$3.58M 0.21%
40,082
-718
111
$3.56M 0.2%
53,365
-3,703
112
$3.56M 0.2%
32,809
-1,176
113
$3.52M 0.2%
49,231
+37,042
114
$3.51M 0.2%
69,258
+7,794
115
$3.45M 0.2%
70,217
+4,644
116
$3.41M 0.2%
43,880
+666
117
$3.39M 0.19%
83,135
-4,869
118
$3.37M 0.19%
21,016
-1,008
119
$3.36M 0.19%
78,485
-3,747
120
$3.36M 0.19%
28,589
-3,768
121
$3.35M 0.19%
85,025
-833
122
$3.32M 0.19%
66,076
-1,519
123
$3.32M 0.19%
39,249
+424
124
$3.29M 0.19%
60,798
-5,531
125
$3.26M 0.19%
32,120
+2,921
3 4
5
6 7