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
451
$247K 0.03%
4,970
-35
452
$247K 0.03%
8,971
-851
453
$247K 0.03%
2,863
+145
454
$247K 0.03%
+9,285
455
$247K 0.03%
+8,738
456
$246K 0.03%
+4,504
457
$246K 0.03%
+10,142
458
$246K 0.03%
4,047
+1
459
$245K 0.03%
1,575
+44
460
$244K 0.03%
26,190
+2,461
461
$244K 0.03%
+3,482
462
$244K 0.03%
9,410
-4,966
463
$243K 0.03%
2,386
-570
464
$240K 0.03%
+3,534
465
$236K 0.03%
3,798
+665
466
$234K 0.03%
10,636
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467
$232K 0.03%
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468
$232K 0.03%
10,665
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469
$230K 0.03%
+4,593
470
$229K 0.03%
+2,848
471
$228K 0.03%
9,025
+13
472
$227K 0.03%
2,895
+18
473
$225K 0.03%
+1,413
474
$225K 0.03%
1,016
475
$224K 0.03%
+2,008
17 18
19
20 21