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
376
$847K 0.04%
3,253
+2,513
377
$844K 0.04%
2,763
+802
378
$842K 0.04%
8,310
-5,577
379
$836K 0.04%
22,482
+10,901
380
$834K 0.04%
+8,113
381
$830K 0.04%
17,010
+10,817
382
$828K 0.04%
+7,613
383
$827K 0.04%
9,181
+4,833
384
$826K 0.04%
15,051
+8,565
385
$820K 0.04%
36,158
+17,876
386
$818K 0.04%
21,834
+10,704
387
$816K 0.04%
5,755
+3,982
388
$811K 0.04%
+4,320
389
$808K 0.04%
6,834
+3,326
390
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+61,513
391
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392
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32,204
+15,038
393
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6,718
+1,886
394
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+11,311
395
$788K 0.04%
12,090
+6,114
396
$787K 0.04%
13,661
+6,517
397
$787K 0.04%
+32,240
398
$786K 0.04%
+4,020
399
$783K 0.04%
6,653
+4,269
400
$782K 0.04%
+28,451
14 15
16
17 18