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
51
$7.8M 0.38%
102,102
+30,304
52
$7.69M 0.37%
124,023
+65,388
53
$7.67M 0.37%
170,538
+156,401
54
$7.66M 0.37%
102,902
+87,622
55
$7.64M 0.37%
26,555
+13,345
56
$7.63M 0.37%
42,236
+20,922
57
$7.37M 0.36%
46,750
+23,646
58
$7.34M 0.36%
45,051
+26,577
59
$7.32M 0.36%
21,100
+11,896
60
$7.19M 0.35%
67,608
+31,288
61
$6.82M 0.33%
44,610
+30,041
62
$6.79M 0.33%
+176,328
63
$6.73M 0.33%
216,820
+199,316
64
$6.72M 0.33%
13,174
+7,061
65
$6.7M 0.33%
27,076
+13,035
66
$6.64M 0.32%
39,433
+16,696
67
$6.55M 0.32%
39,437
+23,999
68
$6.42M 0.31%
63,453
+36,577
69
$6.4M 0.31%
58,680
+19,937
70
$6.35M 0.31%
79,889
+20,909
71
$6.33M 0.31%
46,121
+26,393
72
$6.24M 0.3%
30,394
+11,712
73
$6.24M 0.3%
125,012
+66,257
74
$5.91M 0.29%
26,593
+3,986
75
$5.89M 0.29%
58,328
+20,779
1 2
3
4 5