21 West Wealth Management LLC Portfolio Holdings by Sector

21 West Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO JMUB MUB JEPQ JEPI VIG BOND FBND 43 stocks	$89.3 Million 90.04% of portfolio	43	-	43	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2.55 Million 2.57% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.46 Million 1.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$1.4 Million 1.41% of portfolio	3	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.22 Million 1.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$766,768 0.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$544,161 0.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV 2 stocks	$529,249 0.53% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$356,825 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$353,641 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$253,820 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$237,514 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$202,938 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of 21 West Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on 21 West Wealth Management LLC with notifications on news.