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
176
$2.12M 0.12%
44,756
-9,011
177
$2.11M 0.12%
37,664
-1,754
178
$2.1M 0.12%
47,888
-2,526
179
$2.05M 0.12%
+79,408
180
$2.03M 0.12%
48,719
+28,185
181
$2.02M 0.12%
22,594
-833
182
$2.02M 0.12%
26,427
-841
183
$2M 0.12%
11,535
-443
184
$1.99M 0.11%
38,125
+17,698
185
$1.99M 0.11%
23,525
-72
186
$1.95M 0.11%
56,059
-3,722
187
$1.93M 0.11%
69,316
+10,444
188
$1.93M 0.11%
3,136
-444
189
$1.92M 0.11%
12,553
+510
190
$1.89M 0.11%
14,894
-209
191
$1.89M 0.11%
82,826
+1,439
192
$1.88M 0.11%
45,024
-3,034
193
$1.87M 0.11%
30,142
+2,467
194
$1.86M 0.11%
26,159
-532
195
$1.83M 0.11%
3,822
+50
196
$1.81M 0.1%
44,306
-1,414
197
$1.81M 0.1%
29,138
+94
198
$1.81M 0.1%
149,328
+81,900
199
$1.79M 0.1%
14,280
-1,234
200
$1.79M 0.1%
46,842
+24,474
6 7
8
9 10