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
401
$299K 0.04%
+12,094
402
$297K 0.04%
13,176
+2,960
403
$297K 0.04%
4,670
-278
404
$296K 0.04%
1,843
-340
405
$293K 0.04%
1,856
-43
406
$293K 0.04%
11,793
+606
407
$292K 0.04%
1,043
-127
408
$291K 0.04%
+3,205
409
$291K 0.04%
+3,930
410
$290K 0.04%
+2,236
411
$289K 0.04%
+4,711
412
$286K 0.04%
+5,244
413
$285K 0.04%
10,889
-1,634
414
$285K 0.04%
3,318
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415
$282K 0.04%
+6,244
416
$281K 0.04%
7,900
-3,785
417
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5,575
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418
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11,256
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419
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2,155
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420
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1,537
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421
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+2,057
422
$278K 0.04%
12,324
-792
423
$274K 0.04%
1,235
-10
424
$274K 0.04%
1,551
425
$273K 0.04%
7,749
+1,389
15 16
17
18 19