2WWM
21 West Wealth Management Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$105M
AUM Growth
+$6.28M
(+6.3%)
Holding
59
Top Buys
| 1 | +$926K | |
| 2 | +$705K | |
| 3 | +$692K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$374K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$316K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$1.23M | |
| 3 | +$203K | |
| 4 |
NVIDIA
NVDA
|
+$102K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$99.3K |
Sector Composition
| 1 | Technology | 5.57% |
| 2 | Communication Services | 1.62% |
| 3 | Financials | 1.23% |
| 4 | Consumer Discretionary | 0.71% |
| 5 | Healthcare | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.32B
| $344K | 0.33% |
2,432
|
|
||
52
Visa
V
$668B
| $341K | 0.32% |
999
-6
|
|
||
53
AbbVie
ABBV
$410B
| $293K | 0.28% |
1,264
-25
|
|
||
54
Vanguard Consumer Staples ETF
VDC
$7.45B
| $276K | 0.26% |
1,291
|
|
||
55
Eli Lilly
LLY
$725B
| $274K | 0.26% |
359
-13
|
|
||
56
Vanguard Real Estate ETF
VNQ
$34.5B
| $270K | 0.26% |
2,949
+13
|
|
||
57
Eaton
ETN
$147B
| $266K | 0.25% |
711
|
|
||
58
Trane Technologies
TT
$93.1B
| $229K | 0.22% |
543
|
|
||
59
Costco
COST
$415B
| – | – |
-205
|
|