WW

West Wealth Group, LLC

13F
West Wealth Group, LLC
Last update 2024-10-23 84 Stocks (11 new)
Value $309.00 Mil Turnover 9 %
Countries:
Top Holdings: IVW(15.89%)IVE(10.23%)SPLG(9.53%)DYNF(7.32%)EFV(6.40%)
Portfolio Report
Summary Stock Picks Current Portfolio
West Wealth Group, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVW 		iShares S&P 500 Growth ETF
511,977
49021.830
+5.32%
15.890
+0.80%
0.090
+10.40%
+30.65%
54720.678
 
IVE 		iShares S&P 500 Value ETF
160,052
31557.380
+1.34%
10.230
+0.14%
0.090
+3.02%
+12.73%
35399.365
 
SPLG 		SPDR Portfolio S&P 500 ETF
435,695
29413.790
-12.44%
9.530
-1.40%
0.060
+7.23%
+22.27%
48669.381
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
456,320
22574.130
+5.56%
7.320
+0.39%
0.180
+9.08%
+27.89%
12740.121
 
EFV 		iShares MSCI EAFE Value ETF
343,527
19763.090
+80.81%
6.400
+2.86%
0.100
+1.07%
+6.06%
19227.734
 
EFG 		iShares MSCI EAFE Growth ETF
170,999
18408.070
+4.20%
5.970
+0.24%
0.120
+0.71%
+5.52%
14553.515
 
JQUA 		JPMorgan U.S. Quality Factor ETF
304,570
17229.530
+8.06%
5.580
+0.42%
0.340
+6.19%
+18.64%
5114.341
 
IUSB 		iShares Core Total USD Bond Market ETF
344,859
16249.770
+19.46%
5.270
+0.86%
0.050
+0.10%
-0.31%
33175.128
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
194,241
11870.050
+28.39%
3.850
+0.85%
0.070
+0.98%
+7.30%
16888.090
 
AAPL 		Apple Inc
47,507
11069.020
-0.63%
3.590
-0.02%
0.000
+5.38%
+20.08%
3501629.825
Hardware

West Wealth Group, LLC's Historical Top Holdings Breakdowns

West Wealth Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EFV 		iShares MSCI EAFE Value ETF2024-09-30Add
+2.86%
●
51.72 ($55.22) 57.96
$55.26
0.06%
Add 80.81%
343,527
153,538
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Reduce
-1.40%
●
60.84 ($65.03) 67.51
$68.26
4.97%
Reduce -12.44%
435,695
-61,893
MBB 		iShares MBS ETF2024-09-30Sold Out
-1.18%
●
90.85 ($94.52) 96.66
$93.02
-1.59%
Sold Out
0
-36,271
SPMB 		SPDR Portfolio Mortgage Backed Bond ETF2024-09-30New Buy
+1.08%
●
21.35 ($22.21) 22.73
$21.86
-1.58%
New holding
148,357
148,357
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF2024-09-30Sold Out
-1.03%
●
38.33 ($41.19) 42.48
$41.66
1.13%
Sold Out
0
-70,246
IUSB 		iShares Core Total USD Bond Market ETF2024-09-30Add
+0.86%
●
44.83 ($46.4) 47.42
$45.92
-1.02%
Add 19.46%
344,859
56,167
EMXC 		iShares MSCI Emerging Markets ex China ETF2024-09-30Add
+0.85%
●
56.04 ($60.04) 62.99
$59.53
-0.85%
Add 28.39%
194,241
42,946
IVW 		iShares S&P 500 Growth ETF2024-09-30Add
+0.80%
●
84.77 ($92.32) 97.13
$98.12
6.28%
Add 5.32%
511,977
25,849
SPEM 		SPDR Portfolio Emerging Markets ETF2024-09-30Reduce
-0.70%
●
36.02 ($38.35) 41.68
$40.37
5.27%
Reduce -39.4%
80,828
-52,544
JQUA 		JPMorgan U.S. Quality Factor ETF2024-09-30Add
+0.42%
●
51.29 ($54.28) 56.57
$56.70
4.46%
Add 8.06%
304,570
22,723

West Wealth Group, LLC Total Holding History ($B)

To

West Wealth Group, LLC's Asset Allocation

To

West Wealth Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

West Wealth Group, LLC's Hypothetical Growth since 2024-09-30

West Wealth Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

West Wealth Group, LLC's Holdings Heat Map

Size field:

West Wealth Group, LLC's Holdings Bubble Chart

West Wealth Group, LLC News

  • 1

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