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
201
$1.77M 0.1%
36,586
+4,289
202
$1.76M 0.1%
73,608
-1,390
203
$1.75M 0.1%
26,467
+1,334
204
$1.74M 0.1%
16,521
-906
205
$1.73M 0.1%
8,676
-687
206
$1.73M 0.1%
804
+1
207
$1.73M 0.1%
23,838
+4,585
208
$1.71M 0.1%
5,229
+2
209
$1.69M 0.1%
11,987
+2,910
210
$1.69M 0.1%
86,986
+13,777
211
$1.69M 0.1%
9,595
+40
212
$1.68M 0.1%
17,718
+15
213
$1.68M 0.1%
12,214
-1,503
214
$1.68M 0.1%
+32,292
215
$1.68M 0.1%
5,647
+613
216
$1.67M 0.1%
29,271
+4,690
217
$1.65M 0.09%
32,972
-1,806
218
$1.64M 0.09%
107,744
+736
219
$1.63M 0.09%
59,770
+15,135
220
$1.61M 0.09%
86,400
221
$1.61M 0.09%
+48,189
222
$1.58M 0.09%
8,030
+282
223
$1.57M 0.09%
56,904
+745
224
$1.56M 0.09%
25,414
+220
225
$1.56M 0.09%
8,716
-226
7 8
9
10 11