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Sara Lovell

21 West Wealth Management Llc

Assets Managed
$117.053M
Holdings
65
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.73%(2Q avg: 3.56%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in 21 West Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of 21 West Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 117.053M in assets, with a quarterly growth rate of 8.73% and a 2-quarter average growth rate of 3.56%. The portfolio is managed by Sara Lovell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.49%
7.32%
$8.56M
12,463 shares@ $686.81 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 4.08%
6.91%
$8.086M
159,631 shares@ $50.66 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -0.35%
5.27%
$6.16M
57,240 shares@ $107.63 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -2.14%
4.55%
$5.317M
86,508 shares@ $61.47 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 2.33%
4.05%
$4.731M
57,240 shares@ $82.65 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -5.72%
3.71%
$4.335M
76,754 shares@ $56.49 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.45%
3.13%
$3.662M
15,475 shares@ $236.63 avg price
JSCP
Jpmorgan Short Duration Core
Recent Activity
Decreased -9.8%
3.1%
$3.62M
76,794 shares@ $47.15 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 0.56%
3.06%
$3.576M
38,776 shares@ $92.22 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 0.54%
3.05%
$3.569M
78,463 shares@ $45.5 avg price

1-10 of 65