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
1
$112M 5.45%
643,697
+349,461
2
$61.6M 2.99%
169,781
+38,829
3
$60.9M 2.95%
1,242,273
+720,563
4
$43.4M 2.11%
140,891
+79,142
5
$41.4M 2.01%
253,980
+127,280
6
$37M 1.79%
483,978
+217,299
7
$36.9M 1.79%
81,707
+36,151
8
$32.3M 1.57%
91,627
+52,752
9
$31.3M 1.52%
68,978
+32,315
10
$30.5M 1.48%
187,983
+97,079
11
$28.7M 1.39%
653,027
+470,324
12
$25.2M 1.22%
469,940
+216,715
13
$24.1M 1.17%
106,041
+60,138
14
$23.9M 1.16%
66,432
+37,932
15
$23.2M 1.12%
296,232
+137,987
16
$22.5M 1.09%
422,594
+235,908
17
$21.7M 1.05%
155,740
+82,320
18
$18.6M 0.9%
679,870
+366,860
19
$18.3M 0.89%
438,884
+314,828
20
$16.7M 0.81%
122,135
+61,606
21
$15.3M 0.74%
538,411
+357,588
22
$15.3M 0.74%
36,680
+13,384
23
$14.7M 0.71%
94,471
+47,997
24
$14.2M 0.69%
155,610
+71,883
25
$13.8M 0.67%
92,438
+37,248
1
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