WWG
West Wealth Group Portfolio holdings
AUM
$482M
1-Year Est. Return
19%
This Fund
S&P 500
1 Year Est. Return
+19%
AUM
$444M
AUM Growth
+$41.4M
(+10%)
Holding
127
Top Buys
| 1 | +$9.41M | |
| 2 | +$9.3M | |
| 3 | +$8.15M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$5.63M |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$5.27M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$10.5M | |
| 3 | +$2.69M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.5M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$1.45M |
Sector Composition
| 1 | Technology | 7.11% |
| 2 | Consumer Discretionary | 1.54% |
| 3 | Industrials | 1.12% |
| 4 | Communication Services | 0.92% |
| 5 | Financials | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Blackstone
BX
$102B
| – | – |
-1,196
|
|
||
127
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.8B
| – | – |
-2,937
|
|