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
826
– –
-2,362
827
– –
-10,450
828
– –
-49,868
829
– –
-4,386
830
– –
-17,599
831
– –
-15,124
832
– –
-6,071
833
– –
-1,646
834
– –
-10,307
835
– –
-11,865
836
– –
-17,536
837
– –
-14,939
838
– –
-14,770
839
– –
-17,661
840
– –
-10,457
841
– –
-783
842
– –
-7,866
843
– –
-13,080
844
– –
-7,266
845
– –
-49,984
846
– –
-11,123
847
– –
-4,549
848
– –
-2,052
849
– –
-2,836
850
– –
-8,765
31 32 33
34
35