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
101
$4.36M 0.21%
42,337
+21,871
102
$4.33M 0.21%
57,068
+21,571
103
$4.31M 0.21%
104,614
+48,240
104
$4.26M 0.21%
22,024
+7,714
105
$4.23M 0.21%
88,004
+48,457
106
$4.16M 0.2%
50,726
+23,394
107
$4.12M 0.2%
37,650
+19,483
108
$4.09M 0.2%
68,723
+28,259
109
$4.09M 0.2%
21,878
+14,328
110
$4.08M 0.2%
40,800
+24,132
111
$4.03M 0.2%
153,153
+92,082
112
$4.02M 0.2%
33,985
+19,174
113
$4.02M 0.2%
85,858
+47,186
114
$4.01M 0.19%
77,564
+44,905
115
$4.01M 0.19%
+240,786
116
$3.99M 0.19%
86,554
+79,191
117
$3.97M 0.19%
80,063
+58,973
118
$3.96M 0.19%
15,775
+9,166
119
$3.95M 0.19%
21,030
+6,812
120
$3.94M 0.19%
38,825
+10,343
121
$3.92M 0.19%
23,420
+12,241
122
$3.87M 0.19%
47,296
+44,498
123
$3.85M 0.19%
15,494
+8,264
124
$3.78M 0.18%
+52,835
125
$3.74M 0.18%
146,655
+72,968
3 4
5
6 7