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
101
-15,000