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
76
$2.21M 0.3%
19,392
-5,616
77
$2.14M 0.29%
17,871
-18,138
78
$2.1M 0.28%
47,456
+3,852
79
$2.1M 0.28%
62,190
-1,650
80
$2.08M 0.28%
27,609
-4,590
81
$2.05M 0.28%
21,823
+8,153
82
$2.02M 0.27%
14,876
+494
83
$2.01M 0.27%
21,603
+2,871
84
$1.98M 0.27%
51,249
-1,500
85
$1.96M 0.26%
5,372
-215
86
$1.94M 0.26%
17,917
+672
87
$1.94M 0.26%
39,473
+1,614
88
$1.94M 0.26%
50,381
+1,189
89
$1.92M 0.26%
79,065
+3,630
90
$1.91M 0.26%
41,752
+19,827
91
$1.9M 0.26%
181,433
+24,143
92
$1.85M 0.25%
15,678
-992
93
$1.84M 0.25%
13,879
-528
94
$1.8M 0.24%
3,778
-126
95
$1.74M 0.23%
8,193
-298
96
$1.73M 0.23%
+54,324
97
$1.73M 0.23%
16,700
+580
98
$1.72M 0.23%
+63,752
99
$1.71M 0.23%
16,278
+1,012
100
$1.7M 0.23%
3,347
+72
2 3
4
5 6