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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 $644,588,626
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 1,072,809 $96,295,319 14.94%
2.
Ishares Trust
 IEF 511,976 $72,833,657 11.3%
3.
Ishares Trust
 IEF 259,301 $59,193,127 9.18%
4.
Blackrock Etf Trust
 DYNF 1,523,714 $55,387,010 8.59%
5.
Blackrock Etf Trust
 DYNF 696,279 $48,224,260 7.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.