WWG

West Wealth Group Portfolio holdings

AUM $402M
1-Year Est. Return 14.43%
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$4.18M
3
+$3.57M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$3.31M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M

Top Sells

1
+$6.74M
2
+$5.37M
3
+$4.53M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.05M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$2.84M

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 1.55%
3 Industrials 1.48%
4 Financials 0.5%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$743K 0.37%
28,710
-109,312
27
$700K 0.35%
5,685
+317
28
$673K 0.33%
2,553
+4
29
$554K 0.28%
+13,539
30
$542K 0.27%
3,567
-580
31
$517K 0.26%
9,250
-60
32
$507K 0.25%
4,681
-1,220
33
$501K 0.25%
15,276
+219
34
$490K 0.24%
3,230
+19
35
$484K 0.24%
19,651
-29,587
36
$467K 0.23%
1,329
+13
37
$442K 0.22%
6,159
-104
38
$438K 0.22%
1,699
+8
39
$435K 0.22%
1,378
+6
40
$384K 0.19%
4,214
41
$362K 0.18%
6,065
+116
42
$362K 0.18%
11,793
+1,190
43
$345K 0.17%
22,475
44
$342K 0.17%
4,044
-794
45
$333K 0.17%
+8,420
46
$332K 0.17%
8,046
+21
47
$325K 0.16%
2,009
+22
48
$309K 0.15%
3,558
-23
49
$308K 0.15%
+7,251
50
$296K 0.15%
959
-15
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