WWG

West Wealth Group Portfolio holdings

AUM $444M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.65M
3
+$5.27M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.67M
5
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$3.26M

Top Sells

1
+$6.25M
2
+$5.94M
3
+$4.02M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$3.12M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.07M

Sector Composition

1 Technology 6.37%
2 Consumer Discretionary 1.84%
3 Communication Services 0.84%
4 Industrials 0.77%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$490K 0.14%
6,383
+2
52
$482K 0.14%
6,648
+556
53
$478K 0.14%
5,500
+500
54
$465K 0.14%
5,229
+249
55
$462K 0.14%
882
+27
56
$454K 0.13%
4,260
+27
57
$449K 0.13%
843
+45
58
$445K 0.13%
2,832
+304
59
$406K 0.12%
8,654
+828
60
$389K 0.12%
3,781
-1,271
61
$389K 0.11%
1,883
+38
62
$378K 0.11%
7,954
+3,019
63
$376K 0.11%
6,614
+663
64
$366K 0.11%
816
-39
65
$358K 0.11%
1,383
+7
66
$355K 0.1%
12,459
+316
67
$353K 0.1%
2,965
+41
68
$352K 0.1%
2,724
+9
69
$341K 0.1%
+811
70
$328K 0.1%
635
+112
71
$317K 0.09%
4,358
+10
72
$312K 0.09%
+3,108
73
$308K 0.09%
3,320
+320
74
$306K 0.09%
1,928
+363
75
$288K 0.09%
2,652
+80
1 2
3
4 5