Portfolio (Quarterly)
Guide ↗
West Wealth Group, LLC
· CIK 0001923591| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | BLACKROCK ETF TRUST II | — | 57,191 | $2.8M | 0.58% | SOLD |
| 2 | TLH | ISHARES TR | — | 25,837 | $2.6M | 0.55% | SOLD |
| 3 | EMB | ISHARES TR | — | 10,119 | $974K | 0.20% | SOLD |
| 4 | IGSB | ISHARES TR | — | 6,407 | $339K | 0.07% | SOLD |
| 5 | SHY | ISHARES TR | — | 3,604 | $299K | 0.06% | SOLD |
| 6 | KKR | KKR & CO INC | Financial Services | 2,072 | $264K | 0.06% | SOLD |
| 7 | HEFA | ISHARES TR | — | 6,133 | $254K | 0.05% | SOLD |
| 8 | QLTA | ISHARES TR | — | 5,122 | $246K | 0.05% | SOLD |
| 9 | ORCL | ORACLE CORP | Technology | 1,165 | $227K | 0.05% | SOLD |
| 10 | LQDH | ISHARES U S ETF TR | — | 2,287 | $214K | 0.04% | SOLD |
| 11 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,360 | $201K | 0.04% | SOLD |
| 12 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 10,368 | $138K | 0.03% | SOLD |
Sector Allocation
Technology
51.5%
Consumer Cyclical
11.4%
Financial Services
9.5%
Industrials
7.8%
Communication Services
6.4%
Consumer Defensive
3.3%
Healthcare
3.1%
Real Estate
2.9%
Utilities
2.3%
Energy
1.8%