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
$229M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.44M
3
+$4.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$4.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.92M

Top Sells

1
+$9.34M
2
+$5.07M
3
+$5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.7M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.51M

Sector Composition

1 Technology 5.09%
2 Consumer Discretionary 2.64%
3 Industrials 1.1%
4 Real Estate 0.43%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41.7K 0.02%
15,000
77
– –
-630
78
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-5,540
79
– –
-2,908
80
– –
-3,103
81
– –
-19,924
82
– –
-6,845
83
– –
-1,125
84
– –
-15,744
85
– –
-11,084
1 2 3
4