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
151
$2.94M 0.14%
10,283
+5,881
152
$2.91M 0.14%
73,209
+66,823
153
$2.9M 0.14%
240,023
+114,371
154
$2.9M 0.14%
9,072
+4,807
155
$2.81M 0.14%
45,859
+36,989
156
$2.8M 0.14%
122,756
+58,444
157
$2.8M 0.14%
13,200
+8,440
158
$2.74M 0.13%
3,580
+2,058
159
$2.73M 0.13%
6,190
+3,908
160
$2.68M 0.13%
42,057
+16,723
161
$2.63M 0.13%
13,006
+7,215
162
$2.61M 0.13%
+48,181
163
$2.6M 0.13%
53,767
+31,389
164
$2.6M 0.13%
23,427
+13,264
165
$2.59M 0.13%
5,687
+1,593
166
$2.57M 0.12%
31,752
+8,933
167
$2.54M 0.12%
13,717
+4,982
168
$2.53M 0.12%
34,596
+18,078
169
$2.52M 0.12%
103,520
+51,051
170
$2.52M 0.12%
26,950
+15,737
171
$2.51M 0.12%
48,058
+28,600
172
$2.5M 0.12%
9,363
+4,539
173
$2.47M 0.12%
16,697
+5,814
174
$2.47M 0.12%
50,414
+29,846
175
$2.46M 0.12%
15,514
+4,375
5 6
7
8 9