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
76
$5.78M 0.28%
45,091
+20,176
77
$5.7M 0.28%
317,439
+138,777
78
$5.67M 0.28%
97,816
+45,305
79
$5.65M 0.27%
50,321
+26,182
80
$5.59M 0.27%
29,193
+17,142
81
$5.58M 0.27%
36,556
+18,636
82
$5.43M 0.26%
97,770
+53,117
83
$5.39M 0.26%
118,050
+56,850
84
$5.29M 0.26%
76,152
+27,885
85
$5.28M 0.26%
296,021
+168,448
86
$5.22M 0.25%
32,357
+14,621
87
$5.2M 0.25%
12,529
+6,931
88
$5.16M 0.25%
18,584
+9,202
89
$5.14M 0.25%
20,537
+18,009
90
$5.1M 0.25%
111,187
+65,161
91
$4.96M 0.24%
+177,862
92
$4.87M 0.24%
38,388
+20,626
93
$4.86M 0.24%
64,374
+59,366
94
$4.68M 0.23%
69,703
+34,699
95
$4.61M 0.22%
49,272
+17,829
96
$4.58M 0.22%
82,232
+42,605
97
$4.56M 0.22%
66,329
+30,742
98
$4.53M 0.22%
96,216
+80,048
99
$4.49M 0.22%
90,483
+55,284
100
$4.36M 0.21%
50,698
+17,163
2 3
4
5 6