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
426
$699K 0.03%
+63,065
427
$698K 0.03%
15,818
+8,025
428
$694K 0.03%
5,546
+2,763
429
$693K 0.03%
18,882
+3,064
430
$692K 0.03%
30,200
+15,115
431
$690K 0.03%
7,868
+3,934
432
$688K 0.03%
27,212
+12,542
433
$688K 0.03%
8,208
+4,103
434
$688K 0.03%
17,795
+5,843
435
$686K 0.03%
20,168
+10,090
436
$685K 0.03%
6,002
+2,482
437
$679K 0.03%
+13,821
438
$676K 0.03%
4,180
+2,465
439
$674K 0.03%
13,054
+5,933
440
$674K 0.03%
40,000
+20,000
441
$670K 0.03%
12,516
+6,271
442
$670K 0.03%
24,097
+8,310
443
$666K 0.03%
13,354
+6,602
444
$660K 0.03%
+19,088
445
$659K 0.03%
3,832
+1,690
446
$659K 0.03%
10,500
+4,104
447
$659K 0.03%
50,260
+35,211
448
$654K 0.03%
9,422
+4,711
449
$654K 0.03%
6,118
+3,557
450
$651K 0.03%
7,732
+3,561
16 17
18
19 20