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
176
$1.83M 0.11%
13,490
+229
177
$1.83M 0.11%
31,749
-241
178
$1.83M 0.11%
20,403
-812
179
$1.83M 0.11%
6,788
+136
180
$1.83M 0.11%
40,534
+7,808
181
$1.83M 0.11%
8,227
-153
182
$1.82M 0.11%
4,592
+1,633
183
$1.79M 0.11%
15,292
+183
184
$1.77M 0.11%
39,224
-39
185
$1.76M 0.1%
9,003
+2,228
186
$1.75M 0.1%
8,362
+712
187
$1.74M 0.1%
9,590
-1,178
188
$1.74M 0.1%
23,573
-1,640
189
$1.74M 0.1%
887
190
$1.73M 0.1%
42,486
+5,634
191
$1.72M 0.1%
29,323
-142
192
$1.71M 0.1%
7,476
+74
193
$1.7M 0.1%
11,986
-9,022
194
$1.68M 0.1%
28,043
+1,763
195
$1.67M 0.1%
38,350
-10,986
196
$1.66M 0.1%
15,236
-398
197
$1.65M 0.1%
17,600
-103
198
$1.65M 0.1%
6,191
-57
199
$1.65M 0.1%
+32,823
200
$1.62M 0.1%
4,166
-334
6 7
8
9 10