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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

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged 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
   (BA)1 Year Chart         BA Boeing Co 20 - $178.51 $2,039,000 7,822 0.8% 540,000 0 0.001    Aerospace/Defense - M...
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 50 - $0.00 $425,000 4,204 0.17% 44,000 0 0    N/A
   (IRM)1 Year Chart         IRM Iron Mountain Inc 60 - $79.77 $350,000 5,000 0.14% 53,000 0 0    Business Services
   (CLF)1 Year Chart         CLF Cleveland-Cliffs Inc 79 - $17.32 $212,000 10,368 0.08% 50,000 0 0.003    Steel & Iron
   (SIEN)1 Year Chart         SIEN Sientra, Inc. 83 - $0.03 $9,000 15,000 0% -33,000 0 0.015    N/A

      5 Records Found
  1    
Page 1 of 1
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