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
351
$377K 0.05%
+4,122
352
$375K 0.05%
48,829
+3,576
353
$374K 0.05%
+4,192
354
$373K 0.05%
18,075
-1,423
355
$372K 0.05%
1,736
356
$372K 0.05%
15,929
-2,177
357
$370K 0.05%
6,938
+60
358
$368K 0.05%
10,346
-3,195
359
$368K 0.05%
8,458
-303
360
$367K 0.05%
2,478
+155
361
$364K 0.05%
1,674
+259
362
$362K 0.05%
+1,797
363
$362K 0.05%
1,128
+61
364
$361K 0.05%
6,802
-19,857
365
$360K 0.05%
11,060
-291
366
$360K 0.05%
2,284
+297
367
$360K 0.05%
14,045
-7,130
368
$359K 0.05%
1,102
+113
369
$356K 0.05%
9,201
-240
370
$351K 0.05%
10,734
-241
371
$349K 0.05%
4,116
+200
372
$346K 0.05%
+2,838
373
$344K 0.05%
4,458
+415
374
$343K 0.05%
4,444
-175
375
$343K 0.05%
3,850
-1,100
13 14
15
16 17