21 West Wealth Management LLC Portfolio Holdings
Q3 2025•58 long positions•$105.4M portfolio value
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Holding59 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $7.1M 6.78% | +$374.2K Bought | — 11.7K shares | 11.1K → 11.7K +$374.2K | +5.52% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.0M 6.67% | +$692.4K Bought | — 139.3K shares | 125.6K → 139.3K +$692.4K | +10.92% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.2M 5.87% | +$10.1K Bought | — 58.1K shares | 58.0K → 58.1K +$10.1K | +0.16% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.7M 5.42% | +$93.1K Bought | — 99.4K shares | 97.8K → 99.4K +$93.1K | +1.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.2M 4.91% | +$79.4K Bought | — 90.7K shares | 89.3K → 90.7K +$79.4K | +1.56% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $4.1M 3.85% | -$99.3K Sold | — 18.8K shares | 19.3K → 18.8K −$99.3K | -2.39% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.6M 3.39% | +$925.7K Bought | — 42.4K shares | 31.4K → 42.4K +$925.7K | +35.01% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.4M 3.19% | +$313.9K Bought | — 36.0K shares | 32.6K → 36.0K +$313.9K | +10.31% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.3M 3.18% | +$316.4K Bought | — 72.4K shares | 65.6K → 72.4K +$316.4K | +10.43% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 2.94% | +$83.8K Bought | — 72.5K shares | 70.5K → 72.5K +$83.8K | +2.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 2.92% | +$158.8K Bought | — 64.6K shares | 61.2K → 64.6K +$158.8K | +5.45% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.8M 2.67% | +$254.9K Bought | — 38.8K shares | 35.3K → 38.8K +$254.9K | +9.97% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.7M 2.58% | +$120.8K Bought | — 30.4K shares | 29.0K → 30.4K +$120.8K | +4.65% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.7M 2.52% | +$62.9K Bought | — 9.0K shares | 8.8K → 9.0K +$62.9K | +2.42% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $2.5M 2.37% | -$101.5K Sold | 0.0% 13.4K shares | 14.0K → 13.4K −$101.5K | -3.9% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.4M 2.32% | +$76.7K Bought | — 42.7K shares | 41.4K → 42.7K +$76.7K | +3.24% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.4M 2.25% | +$48.7K Bought | — 26.9K shares | 26.4K → 26.9K +$48.7K | +2.1% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.4M 2.24% | +$705.5K Bought | — 41.5K shares | 29.1K → 41.5K +$705.5K | +42.51% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 2.09% | — | — 3.3K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.1M 1.98% | -$10.7K Sold | — 3.1K shares | 3.1K → 3.1K −$10.7K | -0.51% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.0M 1.94% | +$22.8K Bought | — 14.5K shares | 14.4K → 14.5K +$22.8K | +1.13% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 1.71% | +$51.4K Bought | — 7.1K shares | 6.9K → 7.1K +$51.4K | +2.94% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.7M 1.64% | +$60.1K Bought | — 37.4K shares | 36.1K → 37.4K +$60.1K | +3.59% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.7M 1.63% | +$104.7K Bought | — 16.6K shares | 15.6K → 16.6K +$104.7K | +6.49% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 1.48% | -$16.7K Sold | — 23.9K shares | 24.2K → 23.9K −$16.7K | -1.06% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $1.5M 1.42% | -$8.4K Sold | 0.0% 5.9K shares | 5.9K → 5.9K −$8.4K | -0.56% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 1.42% | +$49.1K Bought | — 11.2K shares | 10.9K → 11.2K +$49.1K | +3.4% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.5M 1.4% | -$47.1K Sold | 0.0% 2.8K shares | 2.9K → 2.8K −$47.1K | -3.1% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 1.32% | +$41.5K Bought | — 29.1K shares | 28.2K → 29.1K +$41.5K | +3.07% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 1.26% | -$72.3 Sold | — 36.8K shares | 36.8K → 36.8K −$72.3 | -0.01% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 1.13% | +$9.8K Bought | — 27.5K shares | 27.3K → 27.5K +$9.8K | +0.83% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 1.11% | +$63.0K Bought | — 42.2K shares | 40.0K → 42.2K +$63.0K | +5.67% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.0M 0.961% | — | — 10.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $840.5K 0.797% | +$11.7K Bought | — 12.5K shares | 12.3K → 12.5K +$11.7K | +1.42% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $753.4K 0.715% | +$17.7K Bought | — 9.8K shares | 9.6K → 9.8K +$17.7K | +2.41% | — — | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $751.1K 0.713% | -$16.2K Sold | 0.0% 3.4K shares | 3.5K → 3.4K −$16.2K | -2.12% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $696.7K 0.661% | -$1.2M Sold | — 23.0K shares | 63.7K → 23.0K −$1.2M | -63.91% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $646.0K 0.613% | — | — 5.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $623.0K 0.591% | +$8.0K Bought | — 15.0K shares | 14.8K → 15.0K +$8.0K | +1.3% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $619.6K 0.588% | -$5.6K Sold | 0.0% 2.5K shares | 2.6K → 2.5K −$5.6K | -0.9% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $589.2K 0.559% | -$2.8K Sold | 0.0% 1.9K shares | 1.9K → 1.9K −$2.8K | -0.48% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $579.2K 0.549% | -$1.3M Sold | — 18.8K shares | 61.2K → 18.8K −$1.3M | -69.34% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $569.3K 0.54% | -$7.0K Sold | 0.0% 2.3K shares | 2.4K → 2.3K −$7.0K | -1.22% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $518.2K 0.492% | — | — 5.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $514.8K 0.488% | -$9.5K Sold | 0.0% 701.0 shares | 714.0 → 701.0 −$9.5K | -1.82% | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $478.0K 0.453% | — | — 3.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $460.8K 0.437% | -$36.1K Sold | — 7.7K shares | 8.3K → 7.7K −$36.1K | -7.27% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $393.3K 0.373% | -$18.5K Sold | 0.0% 1.2K shares | 1.2K → 1.2K −$18.5K | -4.49% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $363.5K 0.345% | -$2.5K Sold | 0.0% 723.0 shares | 728.0 → 723.0 −$2.5K | -0.69% | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $358.0K 0.34% | +$104.0K Bought | — 6.7K shares | 4.8K → 6.7K +$104.0K | +40.96% | — — | Q2 2025 Held for 5 months |
