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
526
$510K 0.02%
8,577
+2,725
527
$505K 0.02%
+37,799
528
$502K 0.02%
6,326
+3,158
529
$500K 0.02%
7,861
+3,696
530
$500K 0.02%
+7,834
531
$500K 0.02%
17,216
-4,054
532
$496K 0.02%
19,924
-21,674
533
$496K 0.02%
6,154
+376
534
$494K 0.02%
4,710
+2,555
535
$494K 0.02%
6,411
+3,008
536
$491K 0.02%
2,443
+1,112
537
$490K 0.02%
+3,249
538
$486K 0.02%
5,567
+2,160
539
$482K 0.02%
10,142
+3,806
540
$482K 0.02%
4,346
+2,762
541
$478K 0.02%
6,796
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542
$478K 0.02%
+34,808
543
$471K 0.02%
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544
$470K 0.02%
15,340
+7,670
545
$469K 0.02%
13,993
+5,694
546
$468K 0.02%
3,172
+1,293
547
$466K 0.02%
12,579
+6,159
548
$465K 0.02%
+33,670
549
$464K 0.02%
19,486
+8,179
550
$461K 0.02%
1,368
+480
20 21
22
23 24