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
251
$588K 0.08%
15,688
+2,888
252
$584K 0.08%
14,359
+1,845
253
$582K 0.08%
47,480
-13
254
$569K 0.08%
10,627
+1,409
255
$567K 0.08%
11,316
+1,920
256
$562K 0.08%
400
257
$561K 0.08%
1,898
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258
$560K 0.08%
1,034
+393
259
$558K 0.08%
8,972
+616
260
$551K 0.07%
2,460
261
$550K 0.07%
11,224
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262
$548K 0.07%
24,734
-8,050
263
$547K 0.07%
13,544
-2,671
264
$537K 0.07%
7,493
-1,005
265
$533K 0.07%
26,893
-1,586
266
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267
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268
$525K 0.07%
4,665
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269
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+9,074
270
$520K 0.07%
+12,522
271
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8,291
-456
272
$511K 0.07%
9,909
-205
273
$510K 0.07%
677
-36
274
$505K 0.07%
20,118
-3,231
275
$495K 0.07%
33,007
-9,120
9 10
11
12 13