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
326
$415K 0.06%
15,398
+160
327
$412K 0.06%
8,408
+2,200
328
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10,911
+3,763
329
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7,961
+2,412
330
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2,388
-30
331
$399K 0.05%
6,505
+170
332
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10,000
333
$399K 0.05%
4,990
+16
334
$395K 0.05%
4,151
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335
$393K 0.05%
8,540
+3,156
336
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3,054
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337
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11,848
338
$390K 0.05%
+1,218
339
$390K 0.05%
3,363
-5
340
$388K 0.05%
2,575
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341
$388K 0.05%
4,997
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342
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2,042
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343
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2,143
+17
344
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15,463
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345
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+2,632
346
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347
$385K 0.05%
9,830
-412
348
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+6,669
349
$378K 0.05%
3,192
+430
350
$378K 0.05%
16,404
+10
12 13
14
15 16