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

Top Buys

1
+$3.77M
2
+$362K
3
+$271K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$218K
5
UBER icon
Uber
UBER
+$57.1K

Top Sells

1
+$1.48M
2
+$657K
3
+$562K
4
GS icon
Goldman Sachs
GS
+$353K
5
MSFT icon
Microsoft
MSFT
+$334K

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 0.43%
3,812
-3,750
27
$477K 0.37%
5,890
-1,600
28
$453K 0.35%
4,083
-150
29
$440K 0.34%
4,279
30
$404K 0.32%
2,597
31
$375K 0.29%
8,470
-530
32
$349K 0.27%
3,125
33
$345K 0.27%
7,420
34
$331K 0.26%
10,040
35
$302K 0.24%
1,175
36
$218K 0.17%
5,780
37
$217K 0.17%
3,720
-500
38
$182K 0.14%
13,000
39
– –
-4,750
40
– –
-1,095
41
– –
-1,900
42
– –
-7,746
43
– –
-11,960
44
– –
-1
1
2