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
201
$773K 0.1%
+11,264
202
$763K 0.1%
4,082
+211
203
$758K 0.1%
7,093
+1,163
204
$745K 0.1%
17,375
-375
205
$740K 0.1%
5,736
-658
206
$735K 0.1%
10,770
-4,735
207
$732K 0.1%
10,943
+1,969
208
$728K 0.1%
6,887
+2,662
209
$727K 0.1%
11,431
-588
210
$726K 0.1%
6,688
-243
211
$723K 0.1%
13,652
+2,157
212
$722K 0.1%
23,647
+16,697
213
$715K 0.1%
7,410
+2,063
214
$714K 0.1%
12,972
-654
215
$712K 0.1%
+24,057
216
$694K 0.09%
8,596
-2,281
217
$694K 0.09%
17,753
+270
218
$690K 0.09%
8,224
+4,948
219
$689K 0.09%
2,022
+180
220
$684K 0.09%
6,457
-4,675
221
$675K 0.09%
41,624
+4,048
222
$672K 0.09%
19,009
+4,171
223
$672K 0.09%
7,949
+75
224
$665K 0.09%
18,146
+932
225
$664K 0.09%
20,646
-333
7 8
9
10 11