WWG
West Wealth Group Portfolio holdings
AUM
$402M
This Quarter Return
+0.78%
1 Year Return
+14.43%
3 Year Return
+57.72%
5 Year Return
–
10 Year Return
–
AUM
$335M
AUM Growth
+$335M
(+8.6%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
70.77%
Holding
97
New
13
Increased
57
Reduced
20
Closed
4
Top Buys
| 1 |
JPMorgan US Momentum Factor ETF
JMOM
|
$4.95M |
| 2 |
iShares California Muni Bond ETF
CMF
|
$2.61M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.35M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$2.31M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$2.13M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.86M |
| 2 |
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
|
$572K |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$344K |
| 4 |
Boeing
BA
|
$215K |
| 5 |
TJX Companies
TJX
|
$206K |
Sector Composition
| 1 | Technology | 6.73% |
| 2 | Consumer Discretionary | 2.57% |
| 3 | Industrials | 0.83% |
| 4 | Financials | 0.66% |
| 5 | Communication Services | 0.65% |
