21 West Wealth Management LLC - Portfolio overview
21 West Wealth Management LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- JMUB - J P MORGAN EXCHANGE TRADED F, 7.02%
- VOO - VANGUARD INDEX FDS, 6.72%
- MUB - ISHARES TR, 5.58%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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