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
601
$389K 0.02%
7,417
+1,370
602
$388K 0.02%
3,768
-235
603
$387K 0.02%
10,183
+4,719
604
$382K 0.02%
+3,052
605
$381K 0.02%
+6,723
606
$381K 0.02%
+15,380
607
$380K 0.02%
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608
$380K 0.02%
2,967
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609
$376K 0.02%
8,538
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610
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611
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612
$368K 0.02%
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613
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17,366
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614
$364K 0.02%
7,590
+1,756
615
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616
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617
$360K 0.02%
10,972
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618
$360K 0.02%
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619
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620
$354K 0.02%
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621
$352K 0.02%
+18,198
622
$348K 0.02%
4,812
+1,200
623
$348K 0.02%
3,471
+1,194
624
$347K 0.02%
+2,623
625
$346K 0.02%
630
+315
23 24
25
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