WWG
West Wealth Group Portfolio holdings
AUM
$482M
1-Year Est. Return
18.99%
This Fund
S&P 500
1 Year Est. Return
+18.99%
AUM
$482M
AUM Growth
+$38.4M
(+8.7%)
Holding
128
Top Buys
| 1 | +$3.24M | |
| 2 | +$2.67M | |
| 3 | +$2.63M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.26M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$2.21M |
Top Sells
| 1 | +$228K | |
| 2 | +$116K | |
| 3 | +$105K | |
| 4 |
iShares US Technology ETF
IYW
|
+$102K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$91.6K |
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Consumer Discretionary | 1.45% |
| 3 | Industrials | 1.07% |
| 4 | Communication Services | 0.83% |
| 5 | Financials | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Edwards Lifesciences
EW
$49.5B
| $201K | 0.04% |
+2,360
|
|
||
127
Cleveland-Cliffs
CLF
$6.18B
| $138K | 0.03% |
10,368
|
|
||
128
Vanguard Growth ETF
VUG
$196B
| – | – |
-476
|
|