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
726
$256K 0.01%
+4,062
727
$256K 0.01%
+3,481
728
$256K 0.01%
+7,510
729
$254K 0.01%
+12,700
730
$254K 0.01%
+5,115
731
$254K 0.01%
+4,618
732
$254K 0.01%
+17,330
733
$253K 0.01%
+13,351
734
$252K 0.01%
+4,744
735
$252K 0.01%
+1,692
736
$250K 0.01%
+8,680
737
$250K 0.01%
+3,995
738
$245K 0.01%
+3,986
739
$244K 0.01%
3,692
+1,877
740
$244K 0.01%
+1,260
741
$242K 0.01%
+11,336
742
$241K 0.01%
+2,505
743
$240K 0.01%
+10,896
744
$240K 0.01%
+2,368
745
$238K 0.01%
+5,542
746
$238K 0.01%
23,318
+11,659
747
$238K 0.01%
+5,425
748
$236K 0.01%
+4,716
749
$234K 0.01%
+2,172
750
$234K 0.01%
+2,008
28 29
30
31 32