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
501
$548K 0.03%
21,672
+9,003
502
$546K 0.03%
24,932
+12,966
503
$544K 0.03%
4,155
+908
504
$543K 0.03%
2,941
+448
505
$542K 0.03%
9,284
+4,948
506
$542K 0.03%
8,393
+4,224
507
$541K 0.03%
8,156
+2,322
508
$541K 0.03%
4,393
+2,195
509
$539K 0.03%
4,420
+1,074
510
$538K 0.03%
20,855
+10,665
511
$534K 0.03%
11,558
+6,328
512
$533K 0.03%
+13,915
513
$532K 0.03%
7,172
+3,159
514
$531K 0.03%
14,622
+6,934
515
$530K 0.03%
9,927
-13,604
516
$530K 0.03%
12,837
+5,157
517
$526K 0.03%
13,946
+6,306
518
$522K 0.03%
7,720
+3,343
519
$521K 0.03%
+39,678
520
$521K 0.03%
+1,467
521
$520K 0.03%
9,458
+4,472
522
$520K 0.03%
3,360
+1,920
523
$518K 0.03%
15,802
+6,060
524
$514K 0.02%
7,816
+3,332
525
$510K 0.02%
1,966
+814
19 20
21
22 23