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
$128M
AUM Growth
-$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$351K
3
+$270K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$179K
5
UBER icon
Uber
UBER
+$57.5K

Top Sells

1
+$1.38M
2
+$664K
3
+$544K
4
GS icon
Goldman Sachs
GS
+$353K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 62.84%
2 Communication Services 11.55%
3 Consumer Discretionary 4.65%
4 Industrials 1.48%
5 Financials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$553K 0.37%
3,812
-3,750
27
$477K 0.32%
5,890
-1,600
28
$453K 0.3%
4,083
-150
29
$440K 0.29%
4,279
30
$404K 0.27%
2,597
31
$375K 0.25%
8,470
-530
32
$349K 0.23%
625
33
$345K 0.23%
7,420
34
$331K 0.22%
10,040
35
$302K 0.2%
1,175
36
$218K 0.14%
578
37
$217K 0.14%
3,720
-500
38
$182K 0.12%
13,000
39
– –
-1
40
– –
-11,960
41
– –
-7,746
42
– –
-1,900
43
– –
-1,095
44
– –
-4,750
1
2