2WWM
21 West Wealth Management Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$99.1M
AUM Growth
–
Holding
59
Top Buys
| 1 | +$6.28M | |
| 2 | +$6.23M | |
| 3 | +$6.06M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$5.32M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$5.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Communication Services | 1.41% |
| 3 | Financials | 1.27% |
| 4 | Consumer Discretionary | 0.77% |
| 5 | Healthcare | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.33B
| $324K | 0.33% |
+2,432
|
|
||
52
Eli Lilly
LLY
$717B
| $290K | 0.29% |
+372
|
|
||
53
Vanguard Consumer Staples ETF
VDC
$7.43B
| $283K | 0.29% |
+1,291
|
|
||
54
Vanguard Real Estate ETF
VNQ
$34.4B
| $261K | 0.26% |
+2,936
|
|
||
55
Eaton
ETN
$145B
| $254K | 0.26% |
+711
|
|
||
56
iShares New York Muni Bond ETF
NYF
$944M
| $248K | 0.25% |
+4,761
|
|
||
57
AbbVie
ABBV
$409B
| $239K | 0.24% |
+1,289
|
|
||
58
Trane Technologies
TT
$94.4B
| $238K | 0.24% |
+543
|
|
||
59
Costco
COST
$415B
| $203K | 0.2% |
+205
|
|