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
$86.7M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.89M
3
+$431K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$290K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$43.7K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$939K
5
AMZN icon
Amazon
AMZN
+$924K

Sector Composition

1 Technology 55.71%
2 Communication Services 14.68%
3 Consumer Discretionary 9.86%
4 Financials 2.46%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$443K 0.51%
13,515
-16,100
27
$440K 0.51%
925
-200
28
$431K 0.5%
+14,000
29
$388K 0.45%
1,305
30
$366K 0.42%
5,586
-3,259
31
$347K 0.4%
4,537
-455
32
$330K 0.38%
10,395
-14,975
33
$307K 0.35%
2,150
34
$304K 0.35%
2,383
-1,900
35
$302K 0.35%
7,420
+14
36
$290K 0.33%
+22,141
37
$267K 0.31%
1,310
-1,530
38
$231K 0.27%
1,500
39
$157K 0.18%
11,960
40
– –
-105
41
– –
-3,900
42
– –
-975
43
– –
-300
44
– –
-200
45
– –
-25,950
46
– –
-4,750
1
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