Brian Levy

@West Wealth Group, Llc

Latest period2024 - Q4

Reported9d ago

Managed Assets$335.142M

Total holdings93

Assets growth rate8.61%

Assets growth rate (2-Q avg)8.86%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in West Wealth Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of West Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 335.142M in assets, with a quarterly growth rate of 8.61% and a 2-quarter average growth rate of 8.86%. The portfolio is managed by Brian Levy, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVW Ishares Tr Recent Activity Increased 4.44%	16.2%	$54.287M 534,688 shares@ $101.54 avg price	Increased 4.44%
IVE Ishares Tr Recent Activity Increased 6.97%	9.76%	$32.68M 171,204 shares@ $190.89 avg price	Increased 6.97%
SPLG Spdr Ser Tr Recent Activity Decreased -9.52%	8.11%	$27.176M 394,194 shares@ $68.95 avg price	Decreased -9.52%
DYNF Blackrock Etf Trust Recent Activity Increased 5.93%	7.4%	$24.773M 483,369 shares@ $51.26 avg price	Increased 5.93%
EFV Ishares Tr Recent Activity Increased 9.61%	5.9%	$19.756M 376,523 shares@ $52.48 avg price	Increased 9.61%
EFG Ishares Tr Recent Activity Increased 14.18%	5.65%	$18.906M 195,244 shares@ $96.84 avg price	Increased 14.18%
JQUA J P Morgan Exchange Traded F Recent Activity Increased 7.72%	5.61%	$18.789M 328,078 shares@ $57.28 avg price	Increased 7.72%
IUSB Ishares Tr Recent Activity Increased 3.9%	4.84%	$16.195M 358,298 shares@ $45.21 avg price	Increased 3.9%
AAPL Apple Inc Recent Activity Increased 3.53%	3.68%	$12.316M 49,181 shares@ $250.43 avg price	Increased 3.53%
EMXC Ishares Inc Recent Activity Increased 14.08%	3.67%	$12.287M 221,581 shares@ $55.46 avg price	Increased 14.08%

1-10 of 93