WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
State Street 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
451
$650K 0.03%
6,484
+4,284
452
$648K 0.03%
22,374
+11,203
453
$644K 0.03%
21,350
+10,968
454
$642K 0.03%
4,065
+2,424
455
$636K 0.03%
19,891
+13,090
456
$636K 0.03%
11,607
+6,129
457
$636K 0.03%
9,896
+4,926
458
$636K 0.03%
3,839
+1,771
459
$634K 0.03%
+6,979
460
$632K 0.03%
13,783
+6,691
461
$631K 0.03%
5,728
+3,023
462
$629K 0.03%
2,604
+1,225
463
$629K 0.03%
1,123
+442
464
$628K 0.03%
3,573
+1,213
465
$628K 0.03%
17,660
+10,940
466
$627K 0.03%
+2,086
467
$626K 0.03%
14,844
+8,386
468
$618K 0.03%
12,164
+5,211
469
$612K 0.03%
12,758
+7,489
470
$610K 0.03%
26,430
+12,915
471
$609K 0.03%
1,667
+733
472
$606K 0.03%
3,434
+1,616
473
$604K 0.03%
7,220
+4,014
474
$603K 0.03%
2,880
+1,510
475
$600K 0.03%
34,176
+18,088
17 18
19
20 21