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
$107M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$778K
3
+$755K
4
META icon
Meta Platforms (Facebook)
META
+$584K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$295K

Top Sells

1
+$1.1M
2
+$899K
3
+$603K
4
AMZN icon
Amazon
AMZN
+$355K
5
BABA icon
Alibaba
BABA
+$286K

Sector Composition

1 Technology 58.78%
2 Communication Services 11.12%
3 Consumer Discretionary 5.74%
4 Financials 2.18%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$591K 0.53%
2,585
-525
27
$584K 0.52%
+2,755
28
$550K 0.49%
3,547
-200
29
$521K 0.46%
4,083
+700
30
$419K 0.37%
4,279
-86
31
$382K 0.34%
5,035
-2,050
32
$367K 0.33%
9,995
-1,400
33
$358K 0.32%
1,095
-220
34
$330K 0.29%
7,420
35
$327K 0.29%
1,175
-135
36
$316K 0.28%
7,746
-830
37
$292K 0.26%
1,900
38
$290K 0.26%
625
39
$213K 0.19%
1,500
40
$162K 0.14%
13,000
41
$134K 0.12%
11,960
42
– –
-1,615
1
2