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
26
$13.4M 0.65%
23,350
+13,216
27
$13.2M 0.64%
83,015
+36,475
28
$13M 0.63%
58,769
+32,495
29
$12.6M 0.61%
190,888
+108,133
30
$11.5M 0.56%
271,086
+152,786
31
$11.4M 0.55%
105,393
+46,623
32
$11M 0.54%
580,914
+191,159
33
$11M 0.54%
206,389
+112,118
34
$10.2M 0.5%
216,462
+117,986
35
$10M 0.49%
19
-1
36
$9.76M 0.47%
55,057
+32,233
37
$9.71M 0.47%
154,190
+82,220
38
$9.4M 0.46%
68,970
+37,812
39
$9.21M 0.45%
180,786
+110,999
40
$9.21M 0.45%
30,753
+17,405
41
$9.18M 0.45%
56,634
+33,597
42
$9.06M 0.44%
67,302
+29,993
43
$8.96M 0.43%
185,447
+149,867
44
$8.76M 0.42%
68,334
+51,185
45
$8.72M 0.42%
105,571
+78,051
46
$8.6M 0.42%
61,600
+36,620
47
$8.57M 0.42%
110,507
+51,906
48
$8.23M 0.4%
214,829
+125,344
49
$7.87M 0.38%
74,510
+26,104
50
$7.86M 0.38%
21,982
+12,083
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