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
$309M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$3.34M
3
+$2.65M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.62M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.48M

Top Sells

1
+$4.18M
2
+$3.33M
3
+$2.91M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.17M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$1.13M

Sector Composition

1 Technology 6%
2 Consumer Discretionary 2.41%
3 Industrials 0.85%
4 Real Estate 0.6%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$456K 0.15%
6,118
+412
52
$395K 0.13%
2,624
53
$380K 0.12%
825
-26
54
$379K 0.12%
4,692
+46
55
$368K 0.12%
1,371
-365
56
$368K 0.12%
3,463
-26
57
$358K 0.12%
6,013
-213
58
$354K 0.11%
4,340
+10
59
$343K 0.11%
599
+37
60
$342K 0.11%
4,744
+823
61
$327K 0.11%
1,954
+12
62
$320K 0.1%
1,927
+11
63
$299K 0.1%
1,515
+9
64
$295K 0.1%
2,614
-3,881
65
$295K 0.1%
13,397
+51
66
$286K 0.09%
+2,191
67
$285K 0.09%
496
+2
68
$280K 0.09%
1,327
+46
69
$269K 0.09%
+10,312
70
$269K 0.09%
510
71
$261K 0.08%
7,557
+27
72
$261K 0.08%
+1,770
73
$259K 0.08%
6,517
-67
74
$255K 0.08%
+2,175
75
$244K 0.08%
+3,035
1 2
3
4