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
626
$346K 0.02%
+3,030
627
$344K 0.02%
4,440
+1,041
628
$344K 0.02%
+4,669
629
$344K 0.02%
5,090
+1,720
630
$342K 0.02%
5,610
+2,400
631
$342K 0.02%
11,808
+4,830
632
$340K 0.02%
7,332
+3,906
633
$340K 0.02%
+6,702
634
$340K 0.02%
2,922
+1,378
635
$338K 0.02%
+27,250
636
$338K 0.02%
4,892
+1,879
637
$337K 0.02%
+5,825
638
$336K 0.02%
+1,926
639
$335K 0.02%
4,078
+1,723
640
$334K 0.02%
6,418
+2,610
641
$333K 0.02%
+4,001
642
$332K 0.02%
+17,002
643
$331K 0.02%
6,074
+2,233
644
$330K 0.02%
+6,622
645
$328K 0.02%
+16,410
646
$326K 0.02%
8,129
+948
647
$326K 0.02%
+33,530
648
$325K 0.02%
+43,064
649
$324K 0.02%
+6,497
650
$324K 0.02%
+1,090
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