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
576
$428K 0.02%
15,018
-2,947
577
$426K 0.02%
5,968
+2,984
578
$422K 0.02%
+17,745
579
$420K 0.02%
1,545
+765
580
$420K 0.02%
+8,000
581
$419K 0.02%
4,131
+1,757
582
$413K 0.02%
+28,276
583
$412K 0.02%
1,921
+723
584
$411K 0.02%
5,514
+2,566
585
$411K 0.02%
+42,900
586
$410K 0.02%
17,140
+7,584
587
$410K 0.02%
7,234
-625
588
$404K 0.02%
17,056
-1,652
589
$404K 0.02%
+4,948
590
$403K 0.02%
12,750
+6,100
591
$402K 0.02%
+9,044
592
$400K 0.02%
+12,621
593
$398K 0.02%
9,747
+269
594
$396K 0.02%
5,128
+2,365
595
$396K 0.02%
16,138
+8,080
596
$395K 0.02%
2,995
+1,370
597
$395K 0.02%
3,785
+1,375
598
$394K 0.02%
5,627
+2,243
599
$392K 0.02%
+1,420
600
$390K 0.02%
2,615
+900
22 23
24
25 26