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
$254M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.6M
3
+$3.22M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.74M
5
IYW icon
iShares US Technology ETF
IYW
+$1.7M

Top Sells

1
+$6.85M
2
+$2.92M
3
+$2.11M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.26M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.15M

Sector Composition

1 Technology 5.72%
2 Consumer Discretionary 2.58%
3 Industrials 1.25%
4 Real Estate 0.46%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$411K 0.16%
5,949
+53
52
$389K 0.15%
10,929
-6,510
53
$367K 0.14%
5,091
-1,974
54
$363K 0.14%
2,624
-13
55
$360K 0.14%
+12,409
56
$360K 0.14%
+12,608
57
$360K 0.14%
753
+153
58
$353K 0.14%
779
+19
59
$350K 0.14%
8,933
-2,191
60
$350K 0.14%
5,000
61
$348K 0.14%
13,725
-3,915
62
$338K 0.13%
4,320
-20
63
$300K 0.12%
455
+79
64
$297K 0.12%
832
+27
65
$293K 0.12%
+8,506
66
$273K 0.11%
1,940
+134
67
$268K 0.11%
1,915
+216
68
$254K 0.1%
7,321
+23
69
$252K 0.1%
3,949
+103
70
$252K 0.1%
13,554
-3,181
71
$247K 0.1%
5,026
+24
72
$240K 0.09%
+8,067
73
$233K 0.09%
4,431
-681
74
$233K 0.09%
490
+4
75
$231K 0.09%
1,488
-2
1 2
3
4