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
151
$2.24M 0.13%
14,943
+306
152
$2.22M 0.13%
27,382
+450
153
$2.2M 0.13%
43,316
+4,116
154
$2.17M 0.13%
39,385
-1,920
155
$2.16M 0.13%
31,065
-641
156
$2.15M 0.13%
40,075
+4,844
157
$2.15M 0.13%
34,422
+2,744
158
$2.13M 0.13%
7,232
+648
159
$2.13M 0.13%
2,908
+157
160
$2.13M 0.13%
37,991
-661
161
$2.11M 0.13%
48,704
+2,783
162
$2.08M 0.12%
3,922
+319
163
$2.05M 0.12%
9,386
-1
164
$2.01M 0.12%
4,340
-15
165
$1.99M 0.12%
16,951
+318
166
$1.94M 0.12%
13,307
+215
167
$1.94M 0.12%
14,003
+3
168
$1.93M 0.11%
7,817
-95
169
$1.91M 0.11%
71,894
+13,122
170
$1.91M 0.11%
70,261
+1,496
171
$1.9M 0.11%
12,468
-133
172
$1.89M 0.11%
10,016
+260
173
$1.88M 0.11%
15,186
+981
174
$1.87M 0.11%
19,753
-2,980
175
$1.83M 0.11%
43,236
+4,214
5 6
7
8 9