Long-term investor
21 West Wealth Management LLC @21westwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067541).
Record
- Tracked since 2025-06-30 (445 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year +11.9% · all +11.9%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 7.3% · long · since 2025-06-30
- JMUB · 6.9% · long · since 2025-06-30
- MUB · 5.3% · long · since 2025-06-30
- JEPQ · 4.5% · long · since 2025-06-30
- VCIT · 4.0% · long · since 2025-06-30
- JEPI · 3.7% · long · since 2025-06-30
- VIG · 3.1% · long · since 2025-06-30
- JSCP · 3.1% · long · since 2025-06-30
- BOND · 3.1% · long · since 2025-06-30
- FBND · 3.0% · long · since 2025-06-30
- SPDW · 3.0% · long · since 2025-06-30
- DFUS · 3.0% · long · since 2025-06-30