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
$744M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$5.72M
3
+$5.56M
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$1.73M
5
JETS icon
US Global Jets ETF
JETS
+$1.72M

Top Sells

1
+$9.85M
2
+$3.32M
3
+$2.53M
4
CLOU icon
Global X Cloud Computing ETF
CLOU
+$2.21M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.18M

Sector Composition

1 Technology 10.67%
2 Consumer Discretionary 6.62%
3 Financials 4.9%
4 Communication Services 4.64%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$664K 0.09%
26,412
+88
227
$663K 0.09%
19,434
+2,683
228
$662K 0.09%
12,718
+8,483
229
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+9,899
230
$653K 0.09%
+6,142
231
$651K 0.09%
8,704
-494
232
$644K 0.09%
30,839
+18,598
233
$642K 0.09%
3,100
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234
$639K 0.09%
6,959
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235
$637K 0.09%
10,098
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236
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34,931
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237
$633K 0.09%
15,360
-508
238
$628K 0.08%
19,120
-3,275
239
$623K 0.08%
3,760
+121
240
$620K 0.08%
8,817
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241
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242
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14,117
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243
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4,433
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244
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7,146
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245
$604K 0.08%
1,269
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246
$601K 0.08%
7,394
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247
$600K 0.08%
20,112
+10,957
248
$597K 0.08%
3,252
-1,732
249
$594K 0.08%
8,128
+471
250
$592K 0.08%
6,747
+203
8 9
10
11 12