WWG

West Wealth Group Portfolio holdings

AUM $444M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.65M
3
+$5.27M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.67M
5
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$3.26M

Top Sells

1
+$6.25M
2
+$5.94M
3
+$4.02M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$3.12M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.07M

Sector Composition

1 Technology 6.37%
2 Consumer Discretionary 1.84%
3 Communication Services 0.84%
4 Industrials 0.77%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.57%
11,509
+276
27
$1.67M 0.49%
16,019
-1,293
28
$1.53M 0.45%
5,712
-725
29
$1.4M 0.41%
11,429
-432
30
$1.22M 0.36%
7,233
+18
31
$1.1M 0.33%
+11,781
32
$1.07M 0.32%
+21,690
33
$880K 0.26%
9,011
+5,601
34
$822K 0.24%
13,335
+2,246
35
$815K 0.24%
9,003
+1,084
36
$754K 0.22%
789
+107
37
$730K 0.22%
2,326
+42
38
$710K 0.21%
9,928
-476
39
$692K 0.2%
6,207
+1
40
$639K 0.19%
1,139
+630
41
$614K 0.18%
1,680
+88
42
$614K 0.18%
3,602
+98
43
$606K 0.18%
1,074
+39
44
$605K 0.18%
9,938
-2,758
45
$550K 0.16%
938
+139
46
$536K 0.16%
23,338
+966
47
$532K 0.16%
9,822
-514
48
$507K 0.15%
10,843
-2,037
49
$495K 0.15%
2,079
-3,667
50
$494K 0.15%
2,026
+158
1
2
3 4 5