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
126
$2.74M 0.16%
22,161
+462
127
$2.73M 0.16%
20,128
-302
128
$2.73M 0.16%
15,442
-744
129
$2.71M 0.16%
2,585
+294
130
$2.7M 0.16%
8,473
+405
131
$2.7M 0.16%
27,752
+714
132
$2.69M 0.16%
37,729
-6,309
133
$2.66M 0.16%
12,998
+14
134
$2.59M 0.15%
4,914
+373
135
$2.55M 0.15%
86,891
-3,446
136
$2.53M 0.15%
23,590
+3,338
137
$2.52M 0.15%
27,267
-1,321
138
$2.5M 0.15%
17,426
+442
139
$2.49M 0.15%
35,852
-2,319
140
$2.49M 0.15%
11,523
141
$2.49M 0.15%
37,959
-122
142
$2.43M 0.14%
15,235
+1,345
143
$2.38M 0.14%
25,516
+10,854
144
$2.33M 0.14%
15,282
+550
145
$2.32M 0.14%
56,115
+4,938
146
$2.32M 0.14%
27,160
+3,179
147
$2.28M 0.14%
45,850
-3,209
148
$2.27M 0.14%
8,527
-599
149
$2.26M 0.13%
31,960
+1,356
150
$2.26M 0.13%
3,235
+131
4 5
6
7 8