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
301
$1.22M 0.06%
+57,436
302
$1.22M 0.06%
2,479
+1,211
303
$1.21M 0.06%
35,297
+15,357
304
$1.2M 0.06%
+38,398
305
$1.2M 0.06%
25,386
+9,225
306
$1.19M 0.06%
20,427
+12,430
307
$1.19M 0.06%
15,709
+6,805
308
$1.19M 0.06%
+9,552
309
$1.18M 0.06%
9,077
+6,194
310
$1.17M 0.06%
52,415
+40,633
311
$1.17M 0.06%
16,992
+8,497
312
$1.17M 0.06%
25,559
+15,861
313
$1.16M 0.06%
16,029
+4,166
314
$1.16M 0.06%
103,338
+61,637
315
$1.16M 0.06%
20,326
+15,151
316
$1.15M 0.06%
17,901
+8,393
317
$1.14M 0.06%
4,833
+3,255
318
$1.12M 0.05%
18,821
+10,163
319
$1.12M 0.05%
4,903
+1,519
320
$1.11M 0.05%
32,583
+26,679
321
$1.09M 0.05%
24,700
+11,824
322
$1.07M 0.05%
4,861
+3,238
323
$1.07M 0.05%
+37,483
324
$1.06M 0.05%
+12,529
325
$1.06M 0.05%
4,618
+3,475
11 12
13
14 15