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
551
$456K 0.02%
4,186
+2,570
552
$454K 0.02%
+6,427
553
$454K 0.02%
9,304
+4,449
554
$454K 0.02%
9,514
+4,760
555
$452K 0.02%
17,532
+9,014
556
$452K 0.02%
8,256
+4,100
557
$450K 0.02%
5,053
+1,560
558
$450K 0.02%
6,136
+3,069
559
$449K 0.02%
2,432
+77
560
$448K 0.02%
33,076
-14,855
561
$446K 0.02%
+14,202
562
$444K 0.02%
2,576
+1,380
563
$444K 0.02%
+3,156
564
$443K 0.02%
+22,701
565
$440K 0.02%
8,902
+4,412
566
$438K 0.02%
7,402
+3,511
567
$437K 0.02%
+12,663
568
$436K 0.02%
6,400
+3,300
569
$436K 0.02%
4,064
-20,319
570
$436K 0.02%
3,240
-2,264
571
$434K 0.02%
1,050
+178
572
$433K 0.02%
+21,393
573
$433K 0.02%
+5,970
574
$432K 0.02%
2,084
+1,067
575
$431K 0.02%
4,409
-4,807
21 22
23
24 25