WWG
West Wealth Group Portfolio holdings
AUM
$402M
1-Year Est. Return
14.43%
1 Year Est. Return
+14.43%
AUM
$338M
AUM Growth
+$3.16M
(+0.94%)
Holding
105
Top Buys
| 1 | +$6.26M | |
| 2 | +$5.65M | |
| 3 | +$5.27M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$3.67M |
| 5 |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
|
+$3.26M |
Top Sells
| 1 | +$6.25M | |
| 2 | +$5.94M | |
| 3 | +$4.02M | |
| 4 |
iShares US Infrastructure ETF
IFRA
|
+$3.12M |
| 5 |
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
iShares Global Energy ETF
IXC
$1.82B
| – | – |
-33,134
|
|
||
102
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.9B
| – | – |
-58,835
|
|
||
103
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-3,542
|
|
||
104
Wells Fargo
WFC
$262B
| – | – |
-3,301
|
|
||
105
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-961
|
|