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
276
$1.35M 0.07%
+12,035
277
$1.35M 0.07%
5,674
+3,051
278
$1.35M 0.07%
12,563
+5,949
279
$1.34M 0.07%
6,302
+1,984
280
$1.33M 0.06%
+35,398
281
$1.33M 0.06%
15,435
+11,580
282
$1.33M 0.06%
13,791
+398
283
$1.32M 0.06%
10,005
+7,190
284
$1.32M 0.06%
13,710
+6,397
285
$1.31M 0.06%
40,159
+13,004
286
$1.29M 0.06%
+46,700
287
$1.29M 0.06%
11,781
+6,666
288
$1.29M 0.06%
34,976
+16,376
289
$1.29M 0.06%
12,349
+3,750
290
$1.28M 0.06%
25,803
+4,931
291
$1.28M 0.06%
8,585
+4,257
292
$1.27M 0.06%
24,277
+10,616
293
$1.27M 0.06%
18,881
+8,673
294
$1.25M 0.06%
11,290
+5,326
295
$1.25M 0.06%
21,359
+10,622
296
$1.25M 0.06%
+18,768
297
$1.24M 0.06%
57,203
+32,649
298
$1.24M 0.06%
11,568
+6,643
299
$1.23M 0.06%
2,986
+1,247
300
$1.22M 0.06%
14,357
+9,815
10 11
12
13 14