WWM

Westwood Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 54.73%
This Quarter Est. Return
1 Year Est. Return
+54.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.02M
3
+$697K
4
CRWV
CoreWeave Inc
CRWV
+$374K
5
DIS icon
Walt Disney
DIS
+$347K

Top Sells

1
+$19.6M
2
+$17.7M
3
+$6.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.57M
5
QLD icon
ProShares Ultra QQQ
QLD
+$5.43M

Sector Composition

1 Technology 59.54%
2 Communication Services 14.45%
3 Consumer Discretionary 4.84%
4 Utilities 3.08%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.04T
$105M 38.33%
560,151
-105,174
META icon
2
Meta Platforms (Facebook)
META
$1.89T
$20M 7.33%
27,214
-7,580
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$3.32T
$17.2M 6.32%
70,904
+2,867
QLD icon
4
ProShares Ultra QQQ
QLD
$11B
$15M 5.49%
109,055
-39,560
AVGO icon
5
Broadcom
AVGO
$1.82T
$13.2M 4.84%
39,975
-19,400
MSFT icon
6
Microsoft
MSFT
$4.03T
$12.9M 4.73%
24,897
-4,720
AAPL icon
7
Apple
AAPL
$4T
$12M 4.42%
47,284
-69,589
OKLO
8
Oklo
OKLO
$21.2B
$8.4M 3.08%
75,255
-29,995
SOXL icon
9
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$18.2B
$7.83M 2.87%
224,865
-79,205
PLTR icon
10
Palantir
PLTR
$472B
$7.66M 2.81%
42,015
-19,763
TSLA icon
11
Tesla
TSLA
$1.53T
$6.54M 2.4%
14,703
+6,460
AMZN icon
12
Amazon
AMZN
$2.46T
$6.26M 2.3%
28,506
-9,695
SPXL icon
13
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.1B
$5.85M 2.15%
27,625
-6,400
SMH icon
14
VanEck Semiconductor ETF
SMH
$37.5B
$4.58M 1.68%
14,025
-1,790
PANW icon
15
Palo Alto Networks
PANW
$147B
$3.07M 1.12%
15,056
-11,290
QQQ icon
16
Invesco QQQ Trust
QQQ
$404B
$2.98M 1.09%
4,965
-375
UBER icon
17
Uber
UBER
$200B
$2.67M 0.98%
27,300
-14,275
SHY icon
18
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$2.14M 0.78%
25,750
+12,250
IYW icon
19
iShares US Technology ETF
IYW
$23.7B
$1.96M 0.72%
9,995
ORCL icon
20
Oracle
ORCL
$785B
$1.64M 0.6%
5,825
-1,250
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.33T
$1.63M 0.6%
6,677
SPY icon
22
SPDR S&P 500 ETF Trust
SPY
$683B
$1.46M 0.53%
2,186
TNA icon
23
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.42B
$1.3M 0.48%
28,805
-13,560
ARM icon
24
Arm
ARM
$180B
$1.16M 0.42%
8,175
-7,925
NXPI icon
25
NXP Semiconductors
NXPI
$51.6B
$1.11M 0.41%
4,880
-2,775
1
2 3