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
$236M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$799K
3
+$735K
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$731K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$713K

Top Sells

1
+$795K
2
+$783K
3
+$543K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$492K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$287K

Sector Composition

1 Technology 5.5%
2 Consumer Discretionary 2.49%
3 Industrials 1.31%
4 Consumer Staples 0.4%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$809K 0.34%
9,330
+30
27
$805K 0.34%
15,087
+8,703
28
$784K 0.33%
10,768
+82
29
$765K 0.32%
2,563
+5
30
$644K 0.27%
19,235
+1,073
31
$624K 0.26%
18,147
+10,211
32
$611K 0.26%
21,532
+12,403
33
$564K 0.24%
1,713
+7
34
$557K 0.24%
6,436
-1,547
35
$531K 0.22%
7,594
+4,401
36
$517K 0.22%
5,721
+3,333
37
$505K 0.21%
19,924
+603
38
$485K 0.21%
3,194
-47
39
$452K 0.19%
+19,163
40
$437K 0.19%
1,408
+12
41
$420K 0.18%
+17,358
42
$416K 0.18%
+11,215
43
$406K 0.17%
4,819
+28
44
$398K 0.17%
11,071
+39
45
$395K 0.17%
4,214
46
$366K 0.15%
5,518
-61
47
$365K 0.15%
7,475
+79
48
$349K 0.15%
759
+5
49
$308K 0.13%
+16,690
50
$306K 0.13%
897
+58
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