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
126
$3.66M 0.18%
43,214
+24,562
127
$3.64M 0.18%
65,573
+14,042
128
$3.6M 0.17%
19,073
+9,166
129
$3.56M 0.17%
6,505
+2,474
130
$3.53M 0.17%
67,595
+29,303
131
$3.45M 0.17%
37,937
+21,817
132
$3.42M 0.17%
45,802
+24,434
133
$3.42M 0.17%
25,194
+12,299
134
$3.41M 0.17%
93,747
+39,934
135
$3.38M 0.16%
25,150
+11,382
136
$3.36M 0.16%
86,533
+52,703
137
$3.29M 0.16%
8,770
+3,788
138
$3.26M 0.16%
61,464
+30,164
139
$3.24M 0.16%
11,554
+4,599
140
$3.18M 0.15%
92,747
+52,151
141
$3.18M 0.15%
178,698
+93,288
142
$3.13M 0.15%
29,199
+22,095
143
$3.12M 0.15%
+127,484
144
$3.12M 0.15%
14,524
+11,305
145
$3.11M 0.15%
5,271
+2,829
146
$3.1M 0.15%
39,815
+21,473
147
$2.99M 0.15%
11,513
+5,431
148
$2.98M 0.14%
27,900
+18,497
149
$2.97M 0.14%
29,574
+14,131
150
$2.96M 0.14%
13,273
+6,276
4 5
6
7 8