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
776
$212K 0.01%
+7,846
777
$210K 0.01%
+6,562
778
$210K 0.01%
+2,110
779
$210K 0.01%
+2,990
780
$210K 0.01%
+739
781
$209K 0.01%
+3,775
782
$209K 0.01%
+904
783
$209K 0.01%
4,029
-1,967
784
$209K 0.01%
+24,850
785
$208K 0.01%
+5,086
786
$208K 0.01%
+4,046
787
$207K 0.01%
+1,538
788
$206K 0.01%
+5,371
789
$204K 0.01%
+1,538
790
$204K 0.01%
+5,712
791
$203K 0.01%
+20,290
792
$200K 0.01%
2,130
-1,347
793
$200K 0.01%
51,136
+25,568
794
$200K 0.01%
+14,467
795
$198K 0.01%
+11,803
796
$196K 0.01%
+14,200
797
$186K 0.01%
+12,679
798
$184K 0.01%
+13,860
799
$181K 0.01%
+12,215
800
$179K 0.01%
+13,618
30 31
32
33 34