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
$270M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$30.1M
2 +$29M
3 +$14.7M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$14.4M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$7.37M

Top Sells

1 +$50.2M
2 +$17.5M
3 +$11.3M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$7.84M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.04M

Sector Composition

1 Technology 5.35%
2 Consumer Discretionary 2.47%
3 Industrials 1.05%
4 Communication Services 0.56%
5 Real Estate 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.08%
+4,845
77
$201K 0.07%
+6,883
78
$193K 0.07%
10,960
+128
79
$78.1K 0.03%
10,350
+13
80
-10,929
81
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82
-17,752
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84
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88
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-13,725
90
-80,088
91
-336,198
92
-24,671
93
-8,067
94
-12,608
95
-12,409
96
-13,793
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-86,998
98
-9,916
99
-13,554
100
-33,069