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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 $338,303,229
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 542,892 $50,760,460 15%
2.
Ishares Trust
 IEF 204,116 $38,849,588 11.48%
3.
Blackrock Etf Trust
 502,110 $24,568,247 7.26%
4.
J P Morgan Exchange Traded F
 357,437 $20,245,240 5.98%
5.
Spdr Series Trust
 304,159 $20,071,489 5.93%
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)