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
151
$1.06M 0.14%
13,572
+3,672
152
$1.06M 0.14%
16,524
-31
153
$1.03M 0.14%
24,425
+17,248
154
$1.03M 0.14%
20,092
+845
155
$1.02M 0.14%
16,020
+3,722
156
$1.02M 0.14%
5,146
+415
157
$1.02M 0.14%
+32,535
158
$1.02M 0.14%
21,105
+4,203
159
$1.01M 0.14%
34,197
-13,783
160
$1.01M 0.14%
21,686
-629
161
$1.01M 0.14%
7,143
+725
162
$988K 0.13%
9,836
-1,302
163
$988K 0.13%
35,110
+453
164
$986K 0.13%
4,941
-116
165
$984K 0.13%
6,958
+494
166
$969K 0.13%
15,356
+547
167
$969K 0.13%
28,178
-3,227
168
$965K 0.13%
14,507
-225
169
$964K 0.13%
18,363
-12,207
170
$962K 0.13%
3,433
-80
171
$949K 0.13%
9,905
-2,691
172
$946K 0.13%
2,073
+130
173
$942K 0.13%
21,096
-550
174
$939K 0.13%
3,856
+333
175
$931K 0.13%
24,946
+3,805
5 6
7
8 9