WWG
West Wealth Group Portfolio holdings
AUM
$402M
This Quarter Return
+8.53%
1 Year Return
+14.43%
3 Year Return
+57.72%
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+7.4%)
Cap. Flow
+$1.24M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
78.06%
Holding
84
New
10
Increased
30
Reduced
27
Closed
13
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$25.6M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.7M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$4.65M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.68M |
| 5 |
iShares US Technology ETF
IYW
|
$2.41M |
Top Sells
Sector Composition
| 1 | Technology | 4.86% |
| 2 | Consumer Discretionary | 1.93% |
| 3 | Industrials | 1.38% |
| 4 | Consumer Staples | 0.43% |
| 5 | Utilities | 0.37% |
