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 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