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
101
$3.24M 0.19%
21,463
-2,176
102
$3.19M 0.19%
84,964
103
$3.17M 0.19%
11,643
-407
104
$3.12M 0.19%
5,738
+1,424
105
$3.12M 0.19%
23,470
-2,795
106
$3.02M 0.18%
15,538
-221
107
$3.01M 0.18%
10,878
-178
108
$2.98M 0.18%
122,113
+264
109
$2.98M 0.18%
20,569
-295
110
$2.97M 0.18%
40,820
-1,928
111
$2.97M 0.18%
41,915
-285
112
$2.95M 0.18%
51,828
+15,510
113
$2.93M 0.17%
101,278
+6,135
114
$2.92M 0.17%
35,884
+2,997
115
$2.85M 0.17%
6,073
-91
116
$2.84M 0.17%
61,510
+706
117
$2.84M 0.17%
12,985
+521
118
$2.82M 0.17%
11,743
-268
119
$2.82M 0.17%
107,262
+4,404
120
$2.79M 0.17%
65,278
+9,709
121
$2.77M 0.17%
27,895
+2,020
122
$2.77M 0.17%
43,353
-353
123
$2.76M 0.16%
8,855
+299
124
$2.75M 0.16%
122,245
-13,880
125
$2.74M 0.16%
25,130
+172
3 4
5
6 7