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
126
$1.41M 0.19%
5,116
+772
127
$1.4M 0.19%
26,474
-6
128
$1.4M 0.19%
5,836
-2,616
129
$1.37M 0.18%
6,773
+237
130
$1.33M 0.18%
17,660
+4,669
131
$1.33M 0.18%
16,171
+2,154
132
$1.32M 0.18%
25,490
+4,826
133
$1.31M 0.18%
24,557
+7,936
134
$1.31M 0.18%
19,169
-501
135
$1.31M 0.18%
+23,417
136
$1.28M 0.17%
19,312
+1,636
137
$1.26M 0.17%
17,283
-84
138
$1.24M 0.17%
9,201
+22
139
$1.23M 0.17%
6,470
+11
140
$1.23M 0.17%
12,140
+939
141
$1.21M 0.16%
18,878
-1,916
142
$1.2M 0.16%
15,703
+6,591
143
$1.2M 0.16%
18,294
+952
144
$1.17M 0.16%
22,770
+882
145
$1.16M 0.16%
2,323
-65
146
$1.12M 0.15%
8,949
+2,714
147
$1.11M 0.15%
5,176
+585
148
$1.1M 0.15%
6,576
+447
149
$1.09M 0.15%
19,453
+444
150
$1.07M 0.14%
+42,703
4 5
6
7 8