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
676
$300K 0.01%
+1,838
677
$300K 0.01%
+2,730
678
$299K 0.01%
+4,901
679
$298K 0.01%
+3,321
680
$296K 0.01%
2,410
-3,437
681
$296K 0.01%
+10,000
682
$294K 0.01%
+5,633
683
$292K 0.01%
14,602
+6,061
684
$292K 0.01%
+735
685
$291K 0.01%
6,112
-491
686
$289K 0.01%
+1,750
687
$288K 0.01%
+14,858
688
$288K 0.01%
+3,837
689
$288K 0.01%
+4,729
690
$287K 0.01%
+21,083
691
$284K 0.01%
6,231
+1,135
692
$282K 0.01%
2,924
+771
693
$281K 0.01%
+1,129
694
$278K 0.01%
+17,650
695
$277K 0.01%
16,678
+5,873
696
$276K 0.01%
9,496
+4,309
697
$276K 0.01%
+7,006
698
$276K 0.01%
+7,446
699
$275K 0.01%
+21,100
700
$274K 0.01%
+17,950
26 27
28
29 30