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
751
$232K 0.01%
+4,320
752
$231K 0.01%
+2,465
753
$230K 0.01%
+4,968
754
$230K 0.01%
+4,376
755
$229K 0.01%
+11,421
756
$229K 0.01%
+6,421
757
$229K 0.01%
+17,600
758
$226K 0.01%
+3,849
759
$225K 0.01%
+2,812
760
$222K 0.01%
+8,510
761
$222K 0.01%
+3,420
762
$222K 0.01%
+965
763
$222K 0.01%
+7,424
764
$221K 0.01%
+2,214
765
$220K 0.01%
+1,074
766
$219K 0.01%
+5,529
767
$218K 0.01%
+5,668
768
$216K 0.01%
+2,986
769
$216K 0.01%
+2,432
770
$214K 0.01%
+3,417
771
$214K 0.01%
+5,150
772
$214K 0.01%
+9,702
773
$214K 0.01%
+19,560
774
$214K 0.01%
+4,543
775
$214K 0.01%
+21,105
29 30
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32 33