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
201
$2.05M 0.1%
29,044
+14,573
202
$2.01M 0.1%
119,035
+64,471
203
$2.01M 0.1%
+45,720
204
$2M 0.1%
107,008
+90,520
205
$2M 0.1%
27,675
+18,850
206
$2M 0.1%
19,671
+11,319
207
$2M 0.1%
8,942
+5,261
208
$1.99M 0.1%
17,427
+8,537
209
$1.98M 0.1%
9,334
+2,500
210
$1.94M 0.09%
26,691
+18,080
211
$1.93M 0.09%
86,400
+43,200
212
$1.91M 0.09%
12,043
+5,534
213
$1.88M 0.09%
27,322
+24,121
214
$1.88M 0.09%
50,133
+24,513
215
$1.83M 0.09%
38,725
+19,180
216
$1.81M 0.09%
21,458
+10,892
217
$1.81M 0.09%
27,982
+9,337
218
$1.79M 0.09%
58,872
+35,500
219
$1.77M 0.09%
16,564
+8,208
220
$1.76M 0.09%
3,157
+918
221
$1.76M 0.09%
47,800
+25,775
222
$1.75M 0.08%
34,778
+16,554
223
$1.72M 0.08%
16,941
+10,092
224
$1.71M 0.08%
35,265
+18,234
225
$1.7M 0.08%
56,159
+26,881
7 8
9
10 11