West Wealth Group, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
2 Park Plaza Irvine, CA 92614
As of the latest 13F report, the guru’s equity portfolio contained 74 stocks valued at a total of $201.00Mil. The top holdings were SPLG(23.53%), ESGU(17.64%), and EFV(7.18%).
According to GuruFocus data, these were West Wealth Group, LLC’s top five trades of the quarter.
iShares Core S&P Small-Cap ETF
The guru established a new position worth 46,833 shares in ARCA:IJR, giving the stock a 2.07% weight in the equity portfolio. Shares traded for an average price of $96.67 during the quarter.
On 01/23/2023, iShares Core S&P Small-Cap ETF traded for a price of $101.19 per share and a market cap of $69.59Bil. The stock has returned -2.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Small-Cap ETF has a price-earnings ratio of 12.31 and a price-book ratio of 1.77.
iShares S&P Small-Cap 600 Value ETF
The guru sold out of their 48,657-share investment in ARCA:IJS. Previously, the stock had a 2.01% weight in the equity portfolio. Shares traded for an average price of $92.01000000000001 during the quarter.
On 01/23/2023, iShares S&P Small-Cap 600 Value ETF traded for a price of $99.15000000000001 per share and a market cap of $7.43Bil. The stock has returned 1.61% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares S&P Small-Cap 600 Value ETF has a price-earnings ratio of 11.25 and a price-book ratio of 1.37.
iShares MSCI EAFE Growth ETF
During the quarter, West Wealth Group, LLC bought 49,064 shares of BATS:EFG for a total holding of 166,876. The trade had a 1.81% impact on the equity portfolio. During the quarter, the stock traded for an average price of $81.56999999999999.
On 01/23/2023, iShares MSCI EAFE Growth ETF traded for a price of $91.59999999999999 per share and a market cap of $11.29Bil. The stock has returned -8.42% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI EAFE Growth ETF has a price-earnings ratio of 23.09 and a price-book ratio of 3.49.
iShares MSCI EAFE Value ETF
West Wealth Group, LLC reduced their investment in BATS:EFV by 78,071 shares. The trade had a 1.57% impact on the equity portfolio. During the quarter, the stock traded for an average price of $42.63.
On 01/23/2023, iShares MSCI EAFE Value ETF traded for a price of $49.29 per share and a market cap of $16.44Bil. The stock has returned -0.48% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI EAFE Value ETF has a price-earnings ratio of 9.11 and a price-book ratio of 1.05.
The Energy Select Sector SPDR Fund
West Wealth Group, LLC reduced their investment in ARCA:XLE by 30,116 shares. The trade had a 1% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.94.
On 01/23/2023, The Energy Select Sector SPDR Fund traded for a price of $90.55 per share and a market cap of $42.26Bil. The stock has returned 51.17% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, The Energy Select Sector SPDR Fund has a price-earnings ratio of 8.72 and a price-book ratio of 2.48.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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