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
426
$273K 0.04%
+4,111
427
$272K 0.04%
2,050
-1,200
428
$271K 0.04%
754
-25
429
$271K 0.04%
+4,176
430
$270K 0.04%
+6,973
431
$270K 0.04%
4,013
-2,786
432
$270K 0.04%
2,077
+30
433
$270K 0.04%
2,650
+210
434
$268K 0.04%
1,632
+25
435
$265K 0.04%
7,586
-823
436
$262K 0.04%
+700
437
$262K 0.04%
+5,461
438
$261K 0.04%
1,439
+72
439
$261K 0.04%
+2,954
440
$259K 0.03%
+2,418
441
$259K 0.03%
2,729
+149
442
$257K 0.03%
+8,100
443
$256K 0.03%
+3,185
444
$254K 0.03%
+1,349
445
$253K 0.03%
4,437
+156
446
$253K 0.03%
+2,726
447
$252K 0.03%
+2,804
448
$251K 0.03%
3,210
+40
449
$251K 0.03%
1,802
-5
450
$249K 0.03%
5,642
-60
16 17
18
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