WWG
West Wealth Group Portfolio holdings
AUM
$402M
This Quarter Return
-5.97%
1 Year Return
+14.43%
3 Year Return
+57.72%
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(-8.6%)
Cap. Flow
-$5.15M
Cap. Flow
% of AUM
-2.61%
Top 10 Holdings %
Top 10 Hldgs %
77.16%
Holding
68
New
2
Increased
25
Reduced
28
Closed
8
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.08M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.56M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$1.89M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.14M |
| 5 |
Tesla
TSLA
|
$947K |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$4.33M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$3.01M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$2.17M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$939K |
| 5 |
iShares Core High Dividend ETF
HDV
|
$914K |
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Consumer Discretionary | 1.86% |
| 3 | Industrials | 0.93% |
| 4 | Financials | 0.53% |
| 5 | Utilities | 0.4% |
