WWG
West Wealth Group Portfolio holdings
AUM
$402M
This Quarter Return
+5.73%
1 Year Return
+14.43%
3 Year Return
+57.72%
5 Year Return
–
10 Year Return
–
AUM
$266M
AUM Growth
–
Cap. Flow
+$266M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.48%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$45.1M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$43.2M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$20.3M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$19.6M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.15% |
| 2 | Consumer Discretionary | 1.45% |
| 3 | Industrials | 1.02% |
| 4 | Financials | 0.63% |
| 5 | Communication Services | 0.46% |
