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
$83.2M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.04M
3
+$541K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$501K
5
QLD icon
ProShares Ultra QQQ
QLD
+$438K

Top Sells

1
+$1.45M
2
+$1.26M
3
+$449K
4
BABA icon
Alibaba
BABA
+$175K
5
XYZ
Block Inc
XYZ
+$86.4K

Sector Composition

1 Technology 55.16%
2 Communication Services 12.54%
3 Consumer Discretionary 7.16%
4 Financials 3.36%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$649K 0.78%
8,750
+1,650
27
$539K 0.65%
3,110
+890
28
$505K 0.61%
7,085
+200
29
$452K 0.54%
1,315
+10
30
$439K 0.53%
8,576
+830
31
$383K 0.46%
11,395
+1,550
32
$372K 0.45%
3,383
33
$363K 0.44%
1,310
+135
34
$341K 0.41%
1,900
+150
35
$309K 0.37%
7,420
36
$283K 0.34%
4,365
+86
37
$243K 0.29%
625
+25
38
$205K 0.25%
+1,500
39
$202K 0.24%
+1,615
40
$154K 0.19%
+13,000
41
$107K 0.13%
11,960
42
– –
-14,000
1
2