2WWM
21 West Wealth Management Portfolio holdings
AUM
$99.1M
This Quarter Return
+5.95%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.1M
AUM Growth
–
Cap. Flow
+$99.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.08%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.28M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
$6.23M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$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% |
