WWM

Westwood Wealth Management Portfolio holdings

AUM $133M
1-Year Est. Return 44.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.45%
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
+$241K
2
+$213K
3
+$183K
4
DAL icon
Delta Air Lines
DAL
+$175K
5
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$163K

Top Sells

1
+$288K
2
+$213K
3
+$153K
4
PYPL icon
PayPal
PYPL
+$55.6K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$27K

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 0.49%
2,640
+55
27
$599K 0.45%
9,000
-140
28
$504K 0.38%
4,233
+150
29
$487K 0.36%
4,279
30
$430K 0.32%
2,597
-950
31
$387K 0.29%
10,040
+45
32
$357K 0.27%
7,420
33
$353K 0.26%
1,095
34
$351K 0.26%
3,125
35
$335K 0.25%
1,175
36
$284K 0.21%
7,746
37
$282K 0.21%
4,220
-815
38
$255K 0.19%
+5,780
39
$231K 0.17%
1,900
40
$226K 0.17%
+4,750
41
$165K 0.12%
13,000
42
$142K 0.11%
11,960
43
$22 ﹤0.01%
+1
44
– –
-1,500
1
2