WWG

West Wealth Group Portfolio holdings

AUM $482M
1-Year Est. Return 18.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.95M
3
+$5.23M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.68M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$3.39M

Top Sells

1
+$6.36M
2
+$6.23M
3
+$4.07M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$3.22M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.94M

Sector Composition

1 Technology 6.37%
2 Consumer Discretionary 1.84%
3 Communication Services 0.84%
4 Industrials 0.77%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-58,835
102
– –
-3,542
103
– –
-6,137
104
– –
-4,013
105
– –
-33,134
1 2 3 4
5