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WWM

Westwood Wealth Management Portfolio holdings

AUM $255M
1-Year Est. Return 54.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$22.9M
3
+$15.1M
4
QLD icon
ProShares Ultra QQQ
QLD
+$14.8M
5
AVGO icon
Broadcom
AVGO
+$14.5M

Top Sells

1
+$8.89M
2
+$5.67M
3
+$5.5M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$5.23M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.03M

Sector Composition

1 Technology 58.65%
2 Communication Services 15.21%
3 Consumer Discretionary 5.44%
4 Utilities 1.81%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.1T
$98.3M 38.58%
563,747
+553,536
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.49T
$21.4M 8.39%
74,368
+73,022
META icon
3
Meta Platforms (Facebook)
META
$1.47T
$15.3M 6.01%
26,763
+23,542
AVGO icon
4
Broadcom
AVGO
$1.96T
$13.8M 5.43%
44,715
+44,129
QLD icon
5
ProShares Ultra QQQ
QLD
$14.4B
$13.2M 5.19%
+216,730
AAPL icon
6
Apple
AAPL
$4.38T
$10.8M 4.26%
42,751
+18,282
SOXL icon
7
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$35.1B
$10.8M 4.24%
+225,545
MSFT icon
8
Microsoft
MSFT
$2.82T
$8.91M 3.5%
24,061
+21,004
TSLA icon
9
Tesla
TSLA
$1.5T
$7.92M 3.11%
21,310
+17,335
PLTR icon
10
Palantir
PLTR
$308B
$6.3M 2.47%
43,079
+29,804
AMZN icon
11
Amazon
AMZN
$2.63T
$5.94M 2.33%
28,536
+22,299
SMH icon
12
VanEck Semiconductor ETF
SMH
$75.4B
$5.38M 2.11%
+14,025
OKLO
13
Oklo
OKLO
$10.6B
$4.62M 1.81%
+93,190
ARM icon
14
Arm
ARM
$469B
$3.8M 1.49%
+25,135
SPXL icon
15
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.46B
$3.55M 1.39%
+19,210
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$3.22M 1.27%
+39,050
QQQ icon
17
Invesco QQQ Trust
QQQ
$489B
$2.88M 1.13%
4,985
+1,050
AMD icon
18
Advanced Micro Devices
AMD
$876B
$2.59M 1.02%
12,723
+7,614
PANW icon
19
Palo Alto Networks
PANW
$235B
$2.29M 0.9%
+14,300
UBER icon
20
Uber
UBER
$146B
$1.75M 0.69%
+24,350
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.48T
$1.69M 0.66%
5,877
+3,198
TNA icon
22
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.49B
$1.09M 0.43%
+24,665
IYW icon
23
iShares US Technology ETF
IYW
$25.1B
$1.05M 0.41%
+5,810
SPY icon
24
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$866K 0.34%
1,331
-2,286
IBB icon
25
iShares Biotechnology ETF
IBB
$8.15B
$861K 0.34%
+5,100
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