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
401
$782K 0.04%
16,929
+8,457
402
$768K 0.04%
16,893
+8,382
403
$767K 0.04%
+5,590
404
$763K 0.04%
11,070
+4,565
405
$757K 0.04%
+15,200
406
$756K 0.04%
1,842
+1,208
407
$754K 0.04%
+41,960
408
$750K 0.04%
+9,477
409
$745K 0.04%
9,000
-567
410
$744K 0.04%
1,791
+1,072
411
$741K 0.04%
7,895
+3,080
412
$732K 0.04%
16,727
+8,002
413
$725K 0.04%
+8,027
414
$722K 0.04%
34,424
+16,562
415
$721K 0.04%
9,250
+5,790
416
$720K 0.03%
39,498
+19,555
417
$716K 0.03%
8,884
+4,506
418
$716K 0.03%
4,781
+2,294
419
$710K 0.03%
33,843
+10,274
420
$710K 0.03%
6,809
+3,720
421
$708K 0.03%
+14,330
422
$707K 0.03%
3,478
+1,855
423
$705K 0.03%
+22,333
424
$705K 0.03%
6,919
+1,016
425
$702K 0.03%
+23,305
15 16
17
18 19