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
$2.06B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$35.3M
3
+$24.4M
4
AMZN icon
Amazon
AMZN
+$20.7M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$20.7M

Top Sells

1
+$2.18M
2
+$1.45M
3
+$1.03M
4
MRVL icon
Marvell Technology
MRVL
+$913K
5
IEV icon
iShares Europe ETF
IEV
+$801K

Sector Composition

1 Technology 11.54%
2 Financials 6.52%
3 Consumer Discretionary 5.73%
4 Healthcare 4.23%
5 Communication Services 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$921K 0.04%
12,189
+7,622
352
$916K 0.04%
43,404
+19,964
353
$904K 0.04%
+44,060
354
$901K 0.04%
6,861
+3,304
355
$901K 0.04%
+43,024
356
$896K 0.04%
+68,790
357
$894K 0.04%
4,566
+2,236
358
$892K 0.04%
20,220
+10,110
359
$882K 0.04%
+67,428
360
$880K 0.04%
21,285
+9,107
361
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+121,185
362
$876K 0.04%
+8,776
363
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+18,755
364
$874K 0.04%
+17,118
365
$874K 0.04%
16,770
+9,660
366
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+24,633
367
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+367
368
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8,414
+4,141
369
$862K 0.04%
22,028
+11,014
370
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14,980
+7,376
371
$858K 0.04%
19,332
+9,365
372
$858K 0.04%
3,370
+1,601
373
$856K 0.04%
12,364
+7,299
374
$850K 0.04%
6,748
+4,813
375
$850K 0.04%
13,939
+6,851
13 14
15
16 17