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21 West Wealth Management Llc

Portfolio Manager
21 West Wealth Management LLC
Performance
-1.86% (2026 Q1)
AUM (13F)
$107.65M
# of Holdings
63
Performance Rank
Allocation (Top 20)
70.17%

21 West Wealth Management Llc Holdings Map

Top 50 21 West Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JMUB
J P MORGAN EXCHANGE TRADED F
7.12%153.4K$7.7M
+2.39%(+3.57K)
2025-Q1: 0 shares2025-Q2: 125.6K shares2025-Q3: 139.3K shares2025-Q4: 149.8K shares2026-Q1: 153.4K shares
$49.85(+0.84%)
2026-03-31
VOO
VANGUARD INDEX FDS
6.82%12.3K$7.3M
+1.54%(+186)
2025-Q1: 0 shares2025-Q2: 11.1K shares2025-Q3: 11.7K shares2025-Q4: 12.1K shares2026-Q1: 12.3K shares
$545.81(+21.89%)
2026-03-31
MUB
ISHARES TR
5.66%57.4K$6.1M
-0.56%(-321)
2025-Q1: 0 shares2025-Q2: 58.0K shares2025-Q3: 58.1K shares2025-Q4: 57.8K shares2026-Q1: 57.4K shares
$104.84(+1.84%)
2026-03-31
JEPQ
J P MORGAN EXCHANGE TRADED F
4.56%88.4K$4.9M
-8.91%(-8.65K)
2025-Q1: 0 shares2025-Q2: 97.8K shares2025-Q3: 99.4K shares2025-Q4: 97.1K shares2026-Q1: 88.4K shares
$53.15(+11.12%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
4.3%55.9K$4.6M
+6.63%(+3.48K)
2025-Q1: 0 shares2025-Q2: 31.4K shares2025-Q3: 42.4K shares2025-Q4: 52.5K shares2026-Q1: 55.9K shares
$82.92(-0.49%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
4.29%81.4K$4.6M
-5.55%(-4.79K)
2025-Q1: 0 shares2025-Q2: 89.3K shares2025-Q3: 90.7K shares2025-Q4: 86.2K shares2026-Q1: 81.4K shares
$56.77(-0.47%)
2026-03-31
JSCP
J P MORGAN EXCHANGE TRADED F
3.74%85.1K$4.0M
+24.62%(+16.82K)
2025-Q1: 0 shares2025-Q2: 61.2K shares2025-Q3: 64.6K shares2025-Q4: 68.3K shares2026-Q1: 85.1K shares
$47.35(-0.53%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
3.31%78.0K$3.6M
+4.64%(+3.46K)
2025-Q1: 0 shares2025-Q2: 65.6K shares2025-Q3: 72.4K shares2025-Q4: 74.6K shares2026-Q1: 78.0K shares
$45.68(-0.29%)
2026-03-31
BOND
PIMCO ETF TR
3.31%38.6K$3.6M
+4.12%(+1.53K)
2025-Q1: 0 shares2025-Q2: 32.6K shares2025-Q3: 36.0K shares2025-Q4: 37.0K shares2026-Q1: 38.6K shares
$92.35(-0.55%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
3.08%15.4K$3.3M
-13.39%(-2.38K)
2025-Q1: 0 shares2025-Q2: 19.3K shares2025-Q3: 18.8K shares2025-Q4: 17.8K shares2026-Q1: 15.4K shares
$198.31(+15.42%)
2026-03-31

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