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
$335M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$2.61M
3
+$2.35M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.31M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.13M

Top Sells

1
+$2.86M
2
+$572K
3
+$344K
4
BA icon
Boeing
BA
+$215K
5
TJX icon
TJX Companies
TJX
+$206K

Sector Composition

1 Technology 6.73%
2 Consumer Discretionary 2.57%
3 Industrials 0.83%
4 Financials 0.66%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.48%
5,746
+12
27
$1.54M 0.46%
58,835
+6,483
28
$1.53M 0.46%
11,861
-2,671
29
$1.28M 0.38%
7,215
-1,215
30
$1.27M 0.38%
33,134
+5,398
31
$1.16M 0.35%
33,447
+6,142
32
$913K 0.27%
10,404
-820
33
$853K 0.25%
+17,237
34
$813K 0.24%
12,696
+1,125
35
$705K 0.21%
7,919
+443
36
$680K 0.2%
11,089
-248
37
$662K 0.2%
2,284
+52
38
$656K 0.2%
6,206
+103
39
$640K 0.19%
12,880
+1,911
40
$625K 0.19%
682
+15
41
$619K 0.18%
1,592
+58
42
$610K 0.18%
1,035
+140
43
$587K 0.18%
3,504
+98
44
$557K 0.17%
5,052
-135
45
$540K 0.16%
10,336
-2,534
46
$526K 0.16%
5,000
47
$514K 0.15%
22,372
-1,828
48
$489K 0.15%
6,381
+479
49
$479K 0.14%
2,528
+601
50
$468K 0.14%
799
+200
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