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
176
$2.45M 0.12%
38,503
+20,463
177
$2.43M 0.12%
10,034
+7,249
178
$2.42M 0.12%
37,646
+23,024
179
$2.41M 0.12%
40,803
+33,765
180
$2.4M 0.12%
57,054
+37,216
181
$2.39M 0.12%
39,418
+20,169
182
$2.33M 0.11%
11,978
+7,100
183
$2.32M 0.11%
23,597
+17,570
184
$2.31M 0.11%
59,781
+31,740
185
$2.3M 0.11%
81,387
+36,889
186
$2.29M 0.11%
15,103
+8,497
187
$2.28M 0.11%
34,380
+11,551
188
$2.28M 0.11%
25,133
+12,141
189
$2.24M 0.11%
66,444
+33,341
190
$2.21M 0.11%
22,194
+13,785
191
$2.21M 0.11%
17,752
+5,463
192
$2.2M 0.11%
25,435
+5,306
193
$2.2M 0.11%
52,367
-13,516
194
$2.15M 0.1%
53,039
+24,109
195
$2.13M 0.1%
27,268
+15,677
196
$2.13M 0.1%
9,555
+5,012
197
$2.12M 0.1%
+39,424
198
$2.11M 0.1%
74,998
+50,135
199
$2.1M 0.1%
27,685
+14,211
200
$2.05M 0.1%
+23,748
6 7
8
9 10