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
176
$923K 0.12%
9,725
-41
177
$913K 0.12%
2,472
-1,015
178
$910K 0.12%
14,607
+6,088
179
$907K 0.12%
4,180
+203
180
$901K 0.12%
10,160
+4,154
181
$891K 0.12%
13,994
-699
182
$883K 0.12%
45,237
+11,868
183
$872K 0.12%
90,118
+42,424
184
$869K 0.12%
17,113
-18,379
185
$867K 0.12%
7,918
-1,197
186
$859K 0.12%
+21,506
187
$842K 0.11%
14,715
-1,764
188
$834K 0.11%
11,192
+1,983
189
$826K 0.11%
3,561
+388
190
$825K 0.11%
6,342
-2,507
191
$810K 0.11%
+38,690
192
$804K 0.11%
9,749
-220
193
$802K 0.11%
18,327
+1,687
194
$797K 0.11%
+1,643
195
$791K 0.11%
14,309
+950
196
$786K 0.11%
18,413
+3,593
197
$783K 0.11%
7,191
-66
198
$783K 0.11%
15,428
-1,096
199
$777K 0.1%
40,520
200
$774K 0.1%
21,368
-686
6 7
8
9 10