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
476
$600K 0.03%
5,019
+3,252
477
$599K 0.03%
33,976
+9,793
478
$598K 0.03%
14,368
+6,184
479
$596K 0.03%
4,572
+2,006
480
$580K 0.03%
11,259
+7,349
481
$580K 0.03%
24,326
+11,563
482
$578K 0.03%
15,350
+7,610
483
$576K 0.03%
+14,984
484
$576K 0.03%
2,252
+1,028
485
$576K 0.03%
+42,449
486
$576K 0.03%
5,688
+2,844
487
$576K 0.03%
+4,116
488
$574K 0.03%
14,142
+6,992
489
$574K 0.03%
14,772
-18,055
490
$573K 0.03%
28,995
+14,276
491
$572K 0.03%
+5,164
492
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11,529
+6,106
493
$568K 0.03%
20,602
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494
$568K 0.03%
24,814
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495
$566K 0.03%
16,671
+7,352
496
$566K 0.03%
31,520
+15,260
497
$559K 0.03%
3,374
+1,462
498
$558K 0.03%
+2,232
499
$558K 0.03%
3,057
+1,553
500
$553K 0.03%
+5,030
18 19
20
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