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
$134M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$255K
2
+$250K
3
+$233K
4
DAL icon
Delta Air Lines
DAL
+$226K
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$219K

Top Sells

1
+$321K
2
+$213K
3
+$157K
4
PYPL icon
PayPal
PYPL
+$54.4K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$30.4K

Sector Composition

1 Technology 61.1%
2 Communication Services 10.68%
3 Consumer Discretionary 4.94%
4 Financials 1.79%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$654K 0.46%
2,640
+55
27
$599K 0.42%
9,000
-140
28
$504K 0.35%
4,233
+150
29
$487K 0.34%
4,279
30
$430K 0.3%
2,597
-950
31
$387K 0.27%
10,040
+45
32
$357K 0.25%
7,420
33
$353K 0.25%
1,095
34
$351K 0.25%
625
35
$335K 0.24%
1,175
36
$284K 0.2%
7,746
37
$282K 0.2%
4,220
-815
38
$255K 0.18%
+578
39
$231K 0.16%
1,900
40
$226K 0.16%
+4,750
41
$165K 0.12%
13,000
42
$142K 0.1%
11,960
43
$22 ﹤0.01%
+1
44
– –
-1,500
1
2