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2WWM

21 West Wealth Management Portfolio holdings

AUM $117M
1-Year Est. Return 16.83%
This Fund
S&P 500
This Quarter Est. Return
+11.17%
1 Year Est. Return
+16.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
+$9.4M
Cap. Flow
+$352K
Cap. Flow %
0.3%
Top 10 Hldgs %
44.1%
Holding
67
New
4
Increased
20
Reduced
24
Closed
2

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$359K
2
JMUB icon
JPMorgan Municipal ETF
JMUB
+$315K
3
MRVL icon
Marvell Technology
MRVL
+$230K
4
GS icon
Goldman Sachs
GS
+$219K
5
BAC icon
Bank of America
BAC
+$198K

Top Sells

Rank Stock Value
1
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$394K
2
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$263K
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$237K
4
COST icon
Costco
COST
+$202K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$113K

Sector Composition

Rank Sector Weight
1 Technology 6.59%
2 Communication Services 1.81%
3 Financials 1.5%
4 Consumer Discretionary 0.7%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.78T
$1.69M 1.44%
5,834
-1
-0% -$286
ONEV icon
27
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$346M
$1.62M 1.38%
11,302
-21
-0.2% -$2.94K
JPRE icon
28
JPMorgan Realty Income ETF
JPRE
$494M
$1.59M 1.36%
30,473
-29
-0.1% -$1.5K
FNDE icon
29
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$1.34M 1.14%
33,765
-921
-3% -$37.2K
FREL icon
30
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
$1.31M 1.12%
44,741
+27
+0.1% +$783
SHYG icon
31
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$1.23M 1.05%
29,071
+577
+2% +$24.5K
EFA icon
32
iShares MSCI EAFE ETF
EFA
$76.3B
$1.13M 0.96%
10,846
– –
EMXC icon
33
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$1.1M 0.94%
10,728
-1,027
-9% -$96.9K
MSFT icon
34
Microsoft
MSFT
$2.98T
$1.04M 0.89%
2,786
+5
+0.2% +$2.02K
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.34T
$890K 0.76%
2,519
– –
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$4.34T
$824K 0.7%
2,306
– –
AMZN icon
37
Amazon
AMZN
$2.71T
$815K 0.7%
3,421
– –
SCZ icon
38
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$803K 0.69%
9,759
-272
-3% -$22.8K
IJR icon
39
iShares Core S&P Small-Cap ETF
IJR
$110B
$782K 0.67%
5,271
-15
-0.3% -$2.06K
MU icon
40
Micron Technology
MU
$1.01T
$693K 0.59%
600
-15
-2% -$11.2K
SRLN icon
41
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
$671K 0.57%
16,653
+220
+1% +$8.88K
IJK icon
42
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$635K 0.54%
5,404
– –
JPM icon
43
JPMorgan Chase
JPM
$904B
$609K 0.52%
1,862
-6
-0.3% -$1.86K
IWS icon
44
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$563K 0.48%
3,422
– –
VEA icon
45
Vanguard FTSE Developed Markets ETF
VEA
$226B
$544K 0.46%
7,637
-24
-0.3% -$1.67K
AMD icon
46
Advanced Micro Devices
AMD
$843B
$509K 0.43%
+876
New +$359K
AMAT icon
47
Applied Materials
AMAT
$425B
$498K 0.43%
689
– –
NYF icon
48
iShares New York Muni Bond ETF
NYF
$1.38B
$457K 0.39%
8,472
– –
IJT icon
49
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.3B
$434K 0.37%
2,432
– –
AVGO icon
50
Broadcom
AVGO
$1.82T
$431K 0.37%
1,142
– –
1
2
3

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21 West Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, 21 West Wealth Management held 67 positions worth $117M, up 8.7% from $108M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

21 West Wealth Management's Q2 2026 filing shows 4 new, 20 increased, 24 reduced and 2 closed positions. Its largest new stake was Advanced Micro Devices: 876 shares worth $509K. The largest sale was JPMorgan Short Duration Core Plus ETF, an estimated $394K.

By sector, the portfolio is most concentrated in Technology at 6.6% of assets, up from 5.1% a quarter earlier, followed by Communication Services and Financials.

  • 21 West Wealth Management's largest Q2 2026 buy was Advanced Micro Devices: 876 shares worth $509K.
  • 21 West Wealth Management added most to JPMorgan Municipal ETF in Q2 2026, an estimated $315K increase.
  • 21 West Wealth Management's biggest Q2 2026 reduction was JPMorgan Short Duration Core Plus ETF, cutting an estimated $394K.
  • 21 West Wealth Management fully exited Vanguard Short-Term Bond ETF in Q2 2026, selling an estimated $237K.
  • 21 West Wealth Management's ten largest holdings make up 44% of its $117M portfolio in Q2 2026.
  • 21 West Wealth Management opened 4 new positions and closed 2 in Q2 2026.
  • 21 West Wealth Management's portfolio value rose 8.7% quarter-over-quarter to $117M.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.