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
$283M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.8M
3
+$4.79M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.95M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.15M

Top Sells

1
+$6.52M
2
+$4.71M
3
+$2.55M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.31M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.12M

Sector Composition

1 Technology 6.13%
2 Consumer Discretionary 2.39%
3 Industrials 0.95%
4 Communication Services 0.59%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.09%
+5,199
77
$238K 0.08%
+3,271
78
$235K 0.08%
2,368
+81
79
$203K 0.07%
4,923
+78
80
$160K 0.06%
10,368
81
$67.9K 0.02%
10,368
+18
82
– –
-6,883
83
– –
-13,401
84
– –
-3,595
1 2 3
4