WWM

Western Wealth Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$58.8M
2
+$36M
3
+$23.8M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$20.3M
5
AMZN icon
Amazon
AMZN
+$19.7M

Top Sells

1
+$2.16M
2
+$1.45M
3
+$1.03M
4
MRVL icon
Marvell Technology
MRVL
+$913K
5
C icon
Citigroup
C
+$840K

Sector Composition

1 Technology 11.53%
2 Financials 6.53%
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
701
$273K 0.01%
+1,691
702
$272K 0.01%
+6,094
703
$272K 0.01%
+4,390
704
$270K 0.01%
6,040
-2,120
705
$270K 0.01%
3,042
-5,731
706
$270K 0.01%
2,300
+1,202
707
$268K 0.01%
+8,000
708
$268K 0.01%
+2,278
709
$267K 0.01%
+3,186
710
$266K 0.01%
+25,738
711
$266K 0.01%
+2,225
712
$265K 0.01%
+7,946
713
$264K 0.01%
+2,932
714
$264K 0.01%
+1,938
715
$264K 0.01%
+9,266
716
$264K 0.01%
56,440
+28,220
717
$264K 0.01%
+5,544
718
$261K 0.01%
2,332
-805
719
$260K 0.01%
+8,750
720
$260K 0.01%
+2,877
721
$260K 0.01%
3,095
+292
722
$258K 0.01%
+9,888
723
$258K 0.01%
+3,820
724
$258K 0.01%
+10,088
725
$257K 0.01%
+989
27 28
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