WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
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
1
$89.1M 5.11%
646,693
+2,996
2
$55.7M 3.2%
198,418
+28,637
3
$46.6M 2.68%
1,139,451
-102,822
4
$36.3M 2.09%
910,027
+257,000
5
$36.3M 2.08%
140,721
-170
6
$28.7M 1.65%
410,112
+113,880
7
$28.5M 1.64%
75,472
-6,235
8
$27.6M 1.58%
457,326
-26,652
9
$27.3M 1.57%
190,593
+2,610
10
$27.1M 1.55%
99,080
+7,453
11
$25.8M 1.48%
67,912
-1,066
12
$24.4M 1.4%
228,796
-25,184
13
$20.1M 1.16%
444,975
-24,965
14
$19.7M 1.13%
103,975
-2,066
15
$17.8M 1.02%
400,902
-21,692
16
$16.9M 0.97%
457,715
+18,831
17
$16.8M 0.97%
153,320
-2,420
18
$16M 0.92%
124,731
+2,596
19
$15.6M 0.9%
68,613
+2,181
20
$13.4M 0.77%
779,604
+198,690
21
$12.8M 0.74%
93,149
-1,322
22
$11.7M 0.67%
152,482
-3,128
23
$11.5M 0.66%
23,870
+520
24
$11M 0.63%
55,658
-3,111
25
$10.7M 0.62%
276,146
+5,060
1
2 3 4 5