WWG

West Wealth Group Portfolio holdings

AUM $338M
AUM
$338M
AUM Growth
+$3.16M
Cap. Flow
+$17.8M
Cap. Flow %
5.28%
Top 10 Hldgs %
67.3%
Holding
105
New
12
Increased
61
Reduced
21
Closed
9

Top Buys

1
$6.26M
2
$5.65M
3
$5.27M
4
$3.67M
5
$3.26M

Top Sells

1
$6.25M
2
$5.94M
3
$4.02M
4
$3.12M
5
$3.07M

Sector Composition

1Technology6.37%
2Consumer Discretionary1.84%
3Communication Services0.84%
4Industrials0.77%
5Consumer Staples0.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$490K0.14%6,383
+2
+0%
+$153
$482K0.14%6,648
+556
+9%
+$40.3K
$478K0.14%5,500
+500
+10%
+$43.4K
$465K0.14%5,229
+249
+5%
+$22.1K
$462K0.14%882
+27
+3%
+$14.1K
$454K0.13%4,260
+27
+0.6%
+$2.88K
$449K0.13%843
+45
+6%
+$24K
$445K0.13%2,832
+304
+12%
+$47.8K
$406K0.12%8,654
+828
+11%
+$38.8K
$389K0.12%3,781
-1,271
-25%
-$131K
$389K0.11%1,883
+38
+2%
+$7.84K
$378K0.11%7,954
+3,019
+61%
+$143K
$376K0.11%6,614
+663
+11%
+$37.6K
$366K0.11%816
-39
-5%
-$17.5K
$358K0.11%1,383
+7
+0.5%
+$1.81K
$355K0.1%12,459
+316
+3%
+$9K
$353K0.1%2,965
+41
+1%
+$4.88K
$352K0.1%2,724
+9
+0.3%
+$1.16K
$341K0.1%811 New
+$341K
$328K0.1%635
+112
+21%
+$57.8K
$317K0.09%4,358
+10
+0.2%
+$728
$312K0.09%3,108 New
+$312K
$308K0.09%332
+32
+11%
+$29.7K
$306K0.09%1,928
+363
+23%
+$57.7K
$288K0.09%2,652
+80
+3%
+$8.7K
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