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
151
$2.58M 0.15%
25,268
+118
152
$2.58M 0.15%
174,243
-4,455
153
$2.56M 0.15%
10,454
+420
154
$2.56M 0.15%
230,155
-9,868
155
$2.47M 0.14%
127,233
+4,477
156
$2.45M 0.14%
24,219
+15,192
157
$2.45M 0.14%
74,483
-19,264
158
$2.43M 0.14%
8,454
-618
159
$2.42M 0.14%
25,289
+3,095
160
$2.35M 0.13%
62,785
-17,278
161
$2.31M 0.13%
13,235
+229
162
$2.3M 0.13%
15,959
+2,759
163
$2.29M 0.13%
39,823
+1,320
164
$2.28M 0.13%
+97,936
165
$2.27M 0.13%
23,618
+6,745
166
$2.27M 0.13%
28,566
-1,008
167
$2.24M 0.13%
11,272
-282
168
$2.24M 0.13%
42,064
+7
169
$2.21M 0.13%
50,238
+11,513
170
$2.2M 0.13%
44,086
+13,139
171
$2.18M 0.13%
16,520
-177
172
$2.15M 0.12%
27,722
+772
173
$2.14M 0.12%
38,858
-1,945
174
$2.14M 0.12%
102,393
-1,127
175
$2.13M 0.12%
38,257
+611
5 6
7
8 9