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
$236M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$799K
3
+$735K
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$731K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$713K

Top Sells

1
+$795K
2
+$783K
3
+$543K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$492K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$287K

Sector Composition

1 Technology 5.5%
2 Consumer Discretionary 2.49%
3 Industrials 1.31%
4 Consumer Staples 0.4%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,229
77
– –
-1,962
78
– –
-19,075
79
– –
-22,028
80
– –
-3,528
81
– –
-4,663
1 2 3
4