WWM

Westwood Wealth Management Portfolio holdings

AUM $133M
1-Year Est. Return 44.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.5M
3
+$18.2M
4
AMZN icon
Amazon
AMZN
+$12.8M
5
MSFT icon
Microsoft
MSFT
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 54.64%
2 Consumer Discretionary 12.58%
3 Communication Services 10.28%
4 Healthcare 4.86%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.52%
+500
27
$1.02M 0.48%
+4,240
28
$730K 0.34%
+5,625
29
$730K 0.34%
+655
30
$729K 0.34%
+3,200
31
$729K 0.34%
+675
32
$624K 0.29%
+22,700
33
$557K 0.26%
+1,455
34
$443K 0.21%
+65
35
$382K 0.18%
+7,397
36
$336K 0.16%
+2,340
37
$309K 0.14%
+50
38
$309K 0.14%
+7,925
39
$64K 0.03%
+67,220
40
$9K ﹤0.01%
+32,865
41
$7K ﹤0.01%
+11,900
42
$4K ﹤0.01%
+24,036
43
$3K ﹤0.01%
+18,695
44
$0 ﹤0.01%
+40,190
1
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