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
$216M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$12.7M
3
+$4.65M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.68M
5
IYW icon
iShares US Technology ETF
IYW
+$2.41M

Top Sells

1
+$23.9M
2
+$10.1M
3
+$4.23M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.97M

Sector Composition

1 Technology 4.86%
2 Consumer Discretionary 1.93%
3 Industrials 1.38%
4 Consumer Staples 0.43%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,599
77
– –
-31,367
78
– –
-28,985
79
– –
-10,235
80
– –
-52,421
81
– –
-4,496
82
– –
-28,710
83
– –
-8,420
84
– –
-22,475
1 2 3
4