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
$222K
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$69.1K
2
+$13.8K
3
+$4.69K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.14K

Top Sells

1
+$31.5M
2
+$8.1M
3
+$5.28M
4
META icon
Meta Platforms (Facebook)
META
+$1.62M
5
RGTI icon
Rigetti Computing
RGTI
+$1.11M

Sector Composition

1 Real Estate 39.52%
2 Technology 33.15%
3 Communication Services 8.57%
4 Consumer Discretionary 6.95%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11K 0.43%
25,370
-26,490
27
$1.06K 0.41%
8,845
+6,505
28
$1.04K 0.4%
5,600
+2,400
29
$892 0.35%
17,226
-1,500
30
$759 0.29%
4,282
-3,700
31
$655 0.25%
+4,283
32
$627 0.24%
1,125
33
$598 0.23%
2,840
-1,400
34
$546 0.21%
+4,992
35
$505 0.2%
25,950
+3,250
36
$431 0.17%
1,305
-150
37
$430 0.17%
11,960
+60
38
$370 0.14%
2,150
-4,250
39
$363 0.14%
7,406
+9
40
$355 0.14%
3,900
-520
41
$270 0.1%
+1,500
42
$188 0.07%
+4,750
43
$19 0.01%
+975
44
– –
-675
45
– –
-224
46
– –
-7,925
47
– –
-655
48
– –
-95
49
– –
-65
50
– –
-300
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