WWG
West Wealth Group Portfolio holdings
AUM
$402M
This Quarter Return
+10.42%
1 Year Return
+14.43%
3 Year Return
+57.72%
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(+11%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
71.59%
Holding
87
New
11
Increased
28
Reduced
39
Closed
4
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$6.31M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.6M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$3.22M |
| 4 |
iShares Global Energy ETF
IXC
|
$1.74M |
| 5 |
iShares US Technology ETF
IYW
|
$1.7M |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$6.85M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.92M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.11M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$1.26M |
| 5 |
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% |
