WWG

West Wealth Group Portfolio holdings

AUM $444M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
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
+$6.26M
2
+$5.65M
3
+$5.27M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.67M
5
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$3.26M

Top Sells

1
+$6.25M
2
+$5.94M
3
+$4.02M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$3.12M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.07M

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
– –
-33,134
102
– –
-58,835
103
– –
-3,542
104
– –
-3,301
105
– –
-961
1 2 3 4
5