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
$216M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$12.7M
3
+$4.65M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.68M
5
IYW icon
iShares US Technology ETF
IYW
+$2.41M

Top Sells

1
+$23.9M
2
+$10.1M
3
+$4.23M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.97M

Sector Composition

1 Technology 4.86%
2 Consumer Discretionary 1.93%
3 Industrials 1.38%
4 Consumer Staples 0.43%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$597K 0.28%
9,300
+50
27
$554K 0.26%
19,950
+1,860
28
$543K 0.25%
3,528
-39
29
$516K 0.24%
5,554
+3,213
30
$502K 0.23%
1,334
+5
31
$501K 0.23%
1,706
+7
32
$492K 0.23%
4,663
-18
33
$488K 0.23%
19,321
-330
34
$482K 0.22%
3,241
+11
35
$476K 0.22%
+15,409
36
$474K 0.22%
22,348
+8,565
37
$443K 0.21%
10,687
-2,852
38
$412K 0.19%
1,396
+18
39
$390K 0.18%
4,214
40
$374K 0.17%
4,791
-1,368
41
$365K 0.17%
11,032
-761
42
$357K 0.17%
754
+290
43
$355K 0.16%
5,579
-486
44
$348K 0.16%
6,384
+2,151
45
$347K 0.16%
3,462
-96
46
$335K 0.15%
7,396
+145
47
$281K 0.13%
+595
48
$272K 0.13%
7,936
-863
49
$265K 0.12%
5,000
50
$261K 0.12%
+9,129
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