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
276
$493K 0.07%
10,085
+163
277
$492K 0.07%
5,245
+60
278
$490K 0.07%
2,769
+83
279
$489K 0.07%
6,617
280
$488K 0.07%
6,438
-82
281
$487K 0.07%
+1,490
282
$486K 0.07%
20,335
+7,758
283
$484K 0.07%
1,968
-567
284
$483K 0.06%
10,334
285
$480K 0.06%
1,705
286
$479K 0.06%
20,000
287
$479K 0.06%
15,298
+3,978
288
$478K 0.06%
8,076
-498
289
$478K 0.06%
4,390
-139
290
$478K 0.06%
4,409
-114
291
$476K 0.06%
3,227
-4,925
292
$470K 0.06%
2,131
+122
293
$469K 0.06%
7,684
+884
294
$467K 0.06%
2,620
-19
295
$466K 0.06%
5,078
+613
296
$460K 0.06%
11,498
+4,520
297
$460K 0.06%
1,849
-18
298
$458K 0.06%
+4,654
299
$456K 0.06%
7,248
-792
300
$456K 0.06%
2,001
+1,086