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
651
$324K 0.02%
+3,698
652
$324K 0.02%
+7,495
653
$324K 0.02%
+7,922
654
$323K 0.02%
+1,001
655
$320K 0.02%
+4,166
656
$320K 0.02%
+4,000
657
$318K 0.02%
+14,566
658
$316K 0.02%
+4,807
659
$316K 0.02%
28,024
+12,642
660
$312K 0.02%
+6,814
661
$312K 0.02%
3,933
-156
662
$310K 0.02%
+260
663
$309K 0.02%
1,873
-285
664
$308K 0.01%
+7,338
665
$306K 0.01%
+15,370
666
$305K 0.01%
3,322
+1,252
667
$304K 0.01%
+9,750
668
$304K 0.01%
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669
$304K 0.01%
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670
$304K 0.01%
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671
$304K 0.01%
+7,588
672
$303K 0.01%
+1,264
673
$302K 0.01%
+2,183
674
$302K 0.01%
+1,209
675
$301K 0.01%
+5,226
25 26
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