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Home > Institutional Investor > West Wealth Group, Llc > Profile

Instuitional Investor - West Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: West Wealth Group, Llc
Portfolio Value $402,165,583
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 419,087 $47,918,476 11.92%
2.
Ishares Trust
 IEF 197,547 $38,837,860 9.66%
3.
Ishares Tr - EAFE VALUE ETF
 465,374 $30,100,399 7.48%
4.
Blackrock Etf Trust
 527,911 $29,573,582 7.35%
5.
Spdr Series Trust
 330,847 $24,628,287 6.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)