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
251
$1.54M 0.07%
28,602
+13,726
252
$1.53M 0.07%
13,716
+6,486
253
$1.52M 0.07%
6,099
+3,629
254
$1.52M 0.07%
28,641
+17,592
255
$1.52M 0.07%
27,982
+14,634
256
$1.51M 0.07%
73,209
+35,337
257
$1.49M 0.07%
29,042
+18,082
258
$1.47M 0.07%
45,676
+29,990
259
$1.46M 0.07%
12,777
+6,275
260
$1.46M 0.07%
60,464
+27,085
261
$1.44M 0.07%
39,536
+15,463
262
$1.43M 0.07%
28,536
+1,983
263
$1.43M 0.07%
5,710
+2,803
264
$1.43M 0.07%
10,598
+6,326
265
$1.43M 0.07%
11,809
+3,748
266
$1.41M 0.07%
7,256
+4,091
267
$1.4M 0.07%
28,322
+12,645
268
$1.4M 0.07%
+44,038
269
$1.4M 0.07%
30,327
+19,843
270
$1.4M 0.07%
12,080
-445
271
$1.39M 0.07%
37,096
+18,053
272
$1.38M 0.07%
8,100
+3,910
273
$1.36M 0.07%
4,519
+2,522
274
$1.36M 0.07%
+57,229
275
$1.36M 0.07%
44,635
+33,182
9 10
11
12 13