WWM
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Westwood Wealth Management’s Salesforce CRM Stock Holding History

Westwood Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$434K Sell
1,590
-1,562
-50% -$426K 0.15% 36
2025
Q1 		$846K Buy
+3,152
New +$846K 0.36% 32