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
$335M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$2.61M
3
+$2.35M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.31M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.13M

Top Sells

1
+$2.86M
2
+$572K
3
+$344K
4
BA icon
Boeing
BA
+$215K
5
TJX icon
TJX Companies
TJX
+$206K

Sector Composition

1 Technology 6.73%
2 Consumer Discretionary 2.57%
3 Industrials 0.83%
4 Financials 0.66%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$450K 0.13%
4,980
+288
52
$448K 0.13%
1,868
+541
53
$447K 0.13%
4,233
+29
54
$433K 0.13%
855
+10
55
$416K 0.12%
855
+5
56
$414K 0.12%
6,092
-26
57
$411K 0.12%
2,715
+91
58
$393K 0.12%
1,376
+5
59
$380K 0.11%
+3,410
60
$374K 0.11%
3,542
+79
61
$368K 0.11%
5,699
+955
62
$368K 0.11%
+7,826
63
$362K 0.11%
798
-27
64
$342K 0.1%
5,951
-62
65
$340K 0.1%
2,299
+108
66
$328K 0.1%
1,845
+330
67
$315K 0.09%
7,169
+652
68
$315K 0.09%
2,924
+749
69
$314K 0.09%
4,348
+8
70
$299K 0.09%
509
+13
71
$298K 0.09%
1,565
-389
72
$282K 0.08%
523
+13
73
$276K 0.08%
12,143
-1,254
74
$275K 0.08%
2,572
-42
75
$267K 0.08%
+300
1 2
3
4