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
226
$1.69M 0.08%
9,204
+5,954
227
$1.69M 0.08%
3,772
+2,715
228
$1.68M 0.08%
31,591
+15,300
229
$1.68M 0.08%
17,703
+9,521
230
$1.67M 0.08%
16,873
+4,225
231
$1.66M 0.08%
5,034
-335
232
$1.66M 0.08%
7,748
+5,423
233
$1.64M 0.08%
803
+375
234
$1.64M 0.08%
24,581
+12,371
235
$1.63M 0.08%
5,980
+3,320
236
$1.61M 0.08%
+18,258
237
$1.6M 0.08%
19,253
+15,345
238
$1.6M 0.08%
5,227
+2,546
239
$1.59M 0.08%
+27,022
240
$1.59M 0.08%
23,672
+12,079
241
$1.58M 0.08%
32,297
+4,294
242
$1.58M 0.08%
12,694
+10,351
243
$1.58M 0.08%
11,855
+9,247
244
$1.57M 0.08%
13,820
+7,609
245
$1.57M 0.08%
17,967
+9,470
246
$1.57M 0.08%
14,479
+6,752
247
$1.56M 0.08%
30,947
+17,374
248
$1.56M 0.08%
52,464
+25,944
249
$1.55M 0.08%
3,167
+2,218
250
$1.55M 0.08%
32,483
+15,607
8 9
10
11 12