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
101
$1.69M 0.23%
4,531
-2,244
102
$1.68M 0.23%
19,718
+6,894
103
$1.68M 0.23%
28,812
-946
104
$1.66M 0.22%
10,983
+1,635
105
$1.66M 0.22%
39,889
+19,776
106
$1.64M 0.22%
28,985
-1,169
107
$1.62M 0.22%
28,335
-1,972
108
$1.61M 0.22%
21,909
+2,612
109
$1.58M 0.21%
12,057
+553
110
$1.58M 0.21%
29,252
-1,851
111
$1.57M 0.21%
14,792
-940
112
$1.56M 0.21%
12,996
-982
113
$1.55M 0.21%
29,661
-1,758
114
$1.54M 0.21%
14,101
+243
115
$1.53M 0.21%
7,570
+6,377
116
$1.52M 0.2%
44,658
+10,831
117
$1.51M 0.2%
15,477
-1,066
118
$1.49M 0.2%
21,671
+464
119
$1.48M 0.2%
32,622
+3,897
120
$1.47M 0.2%
20,406
+1,608
121
$1.47M 0.2%
91,014
+1,632
122
$1.47M 0.2%
42,169
+446
123
$1.44M 0.19%
14,665
+2,085
124
$1.43M 0.19%
9,047
+794
125
$1.41M 0.19%
13,839
+1,611
3 4
5
6 7