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
201
$1.61M 0.1%
12,159
+1,148
202
$1.57M 0.09%
54,045
+4,482
203
$1.57M 0.09%
15,684
-417
204
$1.55M 0.09%
65,158
+100
205
$1.55M 0.09%
19,517
-1,031
206
$1.51M 0.09%
7,204
+514
207
$1.51M 0.09%
14,724
+5,780
208
$1.5M 0.09%
34,236
-1,986
209
$1.47M 0.09%
6,915
+2,767
210
$1.42M 0.08%
11,059
+10
211
$1.42M 0.08%
17,352
+10,018
212
$1.4M 0.08%
10,516
+131
213
$1.39M 0.08%
3,633
+179
214
$1.38M 0.08%
3,877
+260
215
$1.38M 0.08%
72,888
-1,370
216
$1.38M 0.08%
39,285
+14,358
217
$1.38M 0.08%
16,147
+844
218
$1.35M 0.08%
31,289
+486
219
$1.35M 0.08%
26,904
+7,956
220
$1.33M 0.08%
73,112
+3,040
221
$1.31M 0.08%
24,922
+3,736
222
$1.3M 0.08%
19,892
+11,345
223
$1.3M 0.08%
5,485
+342
224
$1.29M 0.08%
5,520
-176
225
$1.28M 0.08%
43,581
+1,000
7 8
9
10 11