Top 50 21 West Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | 7.12% | 153.4K | $7.7M | +2.39%(+3.57K) | $49.85(+0.84%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.82% | 12.3K | $7.3M | +1.54%(+186) | $545.81(+21.89%) | 2026-03-31 | |
| MUB | ISHARES TR | 5.66% | 57.4K | $6.1M | -0.56%(-321) | $104.84(+1.84%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.56% | 88.4K | $4.9M | -8.91%(-8.65K) | $53.15(+11.12%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.3% | 55.9K | $4.6M | +6.63%(+3.48K) | $82.92(-0.49%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.29% | 81.4K | $4.6M | -5.55%(-4.79K) | $56.77(-0.47%) | 2026-03-31 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 3.74% | 85.1K | $4.0M | +24.62%(+16.82K) | $47.35(-0.53%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.31% | 78.0K | $3.6M | +4.64%(+3.46K) | $45.68(-0.29%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 3.31% | 38.6K | $3.6M | +4.12%(+1.53K) | $92.35(-0.55%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.08% | 15.4K | $3.3M | -13.39%(-2.38K) | $198.31(+15.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.10% | +12.81% |
| Top 20 Holdings Unweighted | +4.71% | +14.82% |
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