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
$80.5M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$594K
2
+$489K
3
+$310K
4
QLD icon
ProShares Ultra QQQ
QLD
+$265K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$263K

Top Sells

1
+$1.1M
2
+$372K
3
+$314K
4
PYPL icon
PayPal
PYPL
+$248K
5
TM icon
Toyota
TM
+$231K

Sector Composition

1 Technology 55.87%
2 Communication Services 13.9%
3 Consumer Discretionary 9.8%
4 Financials 3.16%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$486K 0.44%
2,972
-25
27
$449K 0.4%
14,000
28
$382K 0.34%
3,383
+1,000
29
$382K 0.34%
1,305
30
$371K 0.33%
41,891
+19,750
31
$339K 0.3%
7,746
-1,330
32
$330K 0.3%
2,220
-200
33
$316K 0.28%
9,845
-550
34
$314K 0.28%
1,175
-135
35
$288K 0.26%
7,420
36
$271K 0.24%
4,279
-258
37
$227K 0.2%
600
-325
38
$207K 0.19%
1,750
-400
39
$117K 0.11%
11,960
40
– –
-1,500
1
2