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
$201M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$4.18M
3
+$3.57M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$3.31M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M

Top Sells

1
+$6.74M
2
+$5.37M
3
+$4.53M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.05M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$2.84M

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 1.55%
3 Industrials 1.48%
4 Financials 0.5%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-23,140
1 2 3
4