WWG
West Wealth Group Portfolio holdings
AUM
$402M
This Quarter Return
-13.76%
1 Year Return
+14.43%
3 Year Return
+57.72%
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(-14%)
Cap. Flow
-$2.04M
Cap. Flow
% of AUM
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
75.32%
Holding
73
New
10
Increased
34
Reduced
15
Closed
7
Top Buys
| 1 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$6.96M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$5.99M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$4.33M |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$2.93M |
| 5 |
iShares US Infrastructure ETF
IFRA
|
$2.76M |
Top Sells
Sector Composition
| 1 | Technology | 3.57% |
| 2 | Consumer Discretionary | 1.46% |
| 3 | Industrials | 0.96% |
| 4 | Financials | 0.52% |
| 5 | Communication Services | 0.4% |
