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

Top Buys

1
+$1.37M
2
+$1.11M
3
+$759K
4
TNA icon
Direxion Daily Small Cap Bull 3x ETF
TNA
+$756K
5
QCOM icon
Qualcomm
QCOM
+$718K

Top Sells

1
+$31.5M
2
+$8.1M
3
+$5.28M
4
NVDA icon
NVIDIA
NVDA
+$5.2M
5
AAPL icon
Apple
AAPL
+$3.43M

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 0.5%
25,370
-26,490
27
$1.06K 0.48%
8,845
+6,505
28
$1.04K 0.47%
5,600
+2,400
29
$892 0.4%
17,226
-1,500
30
$759 0.34%
4,282
-3,700
31
$655 0.3%
+4,283
32
$627 0.28%
5,625
33
$598 0.27%
2,840
-1,400
34
$546 0.25%
+4,992
35
$505 0.23%
25,950
+3,250
36
$431 0.19%
1,305
-150
37
$430 0.19%
11,960
+60
38
$370 0.17%
2,150
-4,250
39
$363 0.16%
7,406
+9
40
$355 0.16%
3,900
-520
41
$270 0.12%
+1,500
42
$188 0.08%
+4,750
43
$19 0.01%
+975
44
– –
-50
45
– –
-500
46
– –
-40,190
47
– –
-300
48
– –
-65
49
– –
-95
50
– –
-655
1
2
3