WWM
Western Wealth Management Portfolio holdings
AUM
$1.68B
1-Year Return
18.48%
This Quarter Return
+5.25%
1 Year Return
+18.48%
3 Year Return
+71.87%
5 Year Return
–
10 Year Return
–
AUM
$744M
AUM Growth
+$62.5M
(+9.2%)
Cap. Flow
+$39.3M
Cap. Flow
% of AUM
5.28%
Top 10 Holdings %
Top 10 Hldgs %
26.79%
Holding
548
New
85
Increased
228
Reduced
181
Closed
35
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$9.85M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$3.32M |
| 3 |
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
|
$2.53M |
| 4 |
Global X Cloud Computing ETF
CLOU
|
$2.21M |
| 5 |
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% |
