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
$254M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.6M
3
+$3.22M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.74M
5
IYW icon
iShares US Technology ETF
IYW
+$1.7M

Top Sells

1
+$6.85M
2
+$2.92M
3
+$2.11M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.26M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.15M

Sector Composition

1 Technology 5.72%
2 Consumer Discretionary 2.58%
3 Industrials 1.25%
4 Real Estate 0.46%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.42%
9,916
-8
27
$1.02M 0.4%
9,180
-10
28
$996K 0.39%
34,329
-1,676
29
$909K 0.36%
18,360
+320
30
$908K 0.36%
39,388
-40,793
31
$818K 0.32%
10,947
+92
32
$814K 0.32%
6,103
+47
33
$761K 0.3%
14,533
+2,050
34
$657K 0.26%
12,291
-2,092
35
$649K 0.26%
2,189
-314
36
$611K 0.24%
28,762
-26,321
37
$582K 0.23%
6,537
+9
38
$578K 0.23%
13,793
-9,756
39
$577K 0.23%
+24,671
40
$539K 0.21%
16,075
-2,635
41
$534K 0.21%
1,720
+1
42
$533K 0.21%
1,538
+21
43
$526K 0.21%
5,772
+1,028
44
$514K 0.2%
17,159
-3,433
45
$488K 0.19%
3,331
-17
46
$470K 0.19%
11,802
+279
47
$443K 0.17%
4,652
-899
48
$432K 0.17%
+17,752
49
$428K 0.17%
812
-6
50
$425K 0.17%
4,204
1
2
3 4