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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$31.5M
3
+$31.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.4M
5
AMZN icon
Amazon
AMZN
+$12.5M

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 0.47%
+500
27
$1.02M 0.43%
+4,240
28
$730K 0.31%
+1,125
29
$730K 0.31%
+655
30
$729K 0.31%
+3,200
31
$729K 0.31%
+675
32
$624K 0.27%
+22,700
33
$557K 0.24%
+1,455
34
$443K 0.19%
+65
35
$382K 0.16%
+7,397
36
$336K 0.14%
+2,340
37
$309K 0.13%
+50
38
$309K 0.13%
+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
2