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
$309M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$3.34M
3
+$2.65M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.62M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.48M

Top Sells

1
+$4.18M
2
+$3.33M
3
+$2.91M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.17M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$1.13M

Sector Composition

1 Technology 6%
2 Consumer Discretionary 2.41%
3 Industrials 0.85%
4 Real Estate 0.6%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.46%
5,734
+15
27
$1.38M 0.45%
12,609
+1,545
28
$1.28M 0.42%
8,430
-179
29
$1.12M 0.36%
27,736
+1,407
30
$967K 0.31%
27,305
+3,013
31
$939K 0.3%
11,224
+90
32
$771K 0.25%
6,103
33
$739K 0.24%
12,870
-2,817
34
$726K 0.24%
11,571
-2,485
35
$711K 0.23%
11,337
-536
36
$700K 0.23%
7,476
-549
37
$680K 0.22%
2,232
+19
38
$622K 0.2%
1,534
+8
39
$594K 0.19%
5,000
40
$591K 0.19%
667
+51
41
$590K 0.19%
3,406
+39
42
$572K 0.19%
12,079
+61
43
$567K 0.18%
24,200
-163
44
$564K 0.18%
5,187
-169
45
$538K 0.17%
10,969
-285
46
$516K 0.17%
895
+11
47
$497K 0.16%
850
+4
48
$494K 0.16%
845
+15
49
$466K 0.15%
5,902
-249
50
$458K 0.15%
4,204
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