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
126
$3.23M 0.19%
32,150
+4,250
127
$3.22M 0.18%
13,123
-150
128
$3.21M 0.18%
9,855
-428
129
$3.18M 0.18%
49,983
+4,181
130
$3.18M 0.18%
18,459
-614
131
$3.17M 0.18%
41,242
+1,427
132
$3.1M 0.18%
35,489
-6,848
133
$3.09M 0.18%
33,869
-4,519
134
$3.07M 0.18%
15,534
+40
135
$2.99M 0.17%
5,485
+214
136
$2.97M 0.17%
79,016
+21,962
137
$2.96M 0.17%
38,342
+405
138
$2.88M 0.17%
92,648
-11,966
139
$2.88M 0.17%
76,600
-9,933
140
$2.87M 0.16%
119,848
-58,014
141
$2.86M 0.16%
79,492
+27,125
142
$2.86M 0.16%
39,709
+12,024
143
$2.81M 0.16%
68,056
+51,127
144
$2.8M 0.16%
36,515
-1,135
145
$2.76M 0.16%
73,240
+31
146
$2.75M 0.16%
95,503
+2,756
147
$2.68M 0.15%
6,254
+64
148
$2.63M 0.15%
11,669
+156
149
$2.62M 0.15%
18,861
-3,017
150
$2.62M 0.15%
33,902
-694
4 5
6
7 8