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
326
$1.06M 0.05%
22,584
+11,296
327
$1.06M 0.05%
13,570
+6,816
328
$1.04M 0.05%
5,919
+2,695
329
$1.03M 0.05%
10,685
+4,553
330
$1.02M 0.05%
20,534
+10,646
331
$1.01M 0.05%
13,759
+7,227
332
$1M 0.05%
+39,963
333
$1M 0.05%
22,368
-411
334
$1M 0.05%
22,170
+4,593
335
$992K 0.05%
4,367
+3,021
336
$988K 0.05%
4,690
+3,200
337
$986K 0.05%
19,681
+6,535
338
$986K 0.05%
40,000
+20,000
339
$980K 0.05%
17,352
+7,078
340
$980K 0.05%
21,873
+6,560
341
$966K 0.05%
21,019
+9,710
342
$963K 0.05%
10,143
+7,600
343
$952K 0.05%
+11,685
344
$948K 0.05%
4,610
+2,346
345
$947K 0.05%
9,027
+1,017
346
$943K 0.05%
+40,087
347
$939K 0.05%
13,860
+6,292
348
$928K 0.05%
+8,413
349
$926K 0.04%
41,566
+18,268
350
$922K 0.04%
29,616
+16,259
12 13
14
15 16