WWG
West Wealth Group Portfolio holdings
AUM
$402M
1-Year Return
14.43%
This Quarter Return
+10.58%
1 Year Return
+14.43%
3 Year Return
+57.72%
5 Year Return
–
10 Year Return
–
AUM
$402M
AUM Growth
+$63.9M
(+19%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
6.18%
Top 10 Holdings %
Top 10 Hldgs %
63.73%
Holding
120
New
24
Increased
54
Reduced
31
Closed
9
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$14.2M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$6.22M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$3.48M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.29M |
| 5 |
iShares US Technology ETF
IYW
|
$939K |
Sector Composition
| 1 | Technology | 6.63% |
| 2 | Consumer Discretionary | 1.71% |
| 3 | Industrials | 1.09% |
| 4 | Communication Services | 0.87% |
| 5 | Financials | 0.61% |
