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
476
$224K 0.03%
1,790
-200
477
$223K 0.03%
+3,816
478
$222K 0.03%
+763
479
$222K 0.03%
4,258
-404
480
$221K 0.03%
798
+11
481
$221K 0.03%
+2,110
482
$220K 0.03%
+3,217
483
$219K 0.03%
+94
484
$216K 0.03%
16,200
-634
485
$216K 0.03%
54,350
-1,100
486
$216K 0.03%
+4,118
487
$214K 0.03%
+5,692
488
$214K 0.03%
+6,818
489
$213K 0.03%
3,604
+4
490
$212K 0.03%
2,153
-7,855
491
$212K 0.03%
+3,861
492
$211K 0.03%
2,895
-124
493
$209K 0.03%
+2,295
494
$208K 0.03%
+3,196
495
$206K 0.03%
+744
496
$206K 0.03%
2,348
-60
497
$206K 0.03%
7,690
498
$205K 0.03%
+1,219
499
$202K 0.03%
1,542
-4,546
500
$202K 0.03%
+4,074
18 19
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