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  Name: West Wealth Group LLC
  City: Irvine
  State: CA
  Zip: 92614
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $253,632,000
  Total Value Change : $24,488,000
  Securities Held Change : 7
   
All Securities Held : 83
  New Positions : 11
  Closed Positions : 4
  Increased Positions : 28
  Unchanged Positions : 5
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 85 Closed $6.18 $0 0 0% -65,000 -11,936 0    N/A
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 84 Closed $94.24 $0 0 0% -1,146,000 -12,680 0    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 87 Closed $59.85 $0 0 0% -2,923,000 -11,723 0    Closed - End Fund - E...
   (KBWY)1 Year Chart         KBWY Invesco Kbw Premium Yield E... 86 Closed $17.79 $0 0 0% -203,000 -11,630 0    N/A

      4 Records Found
  1    
Page 1 of 1
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