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
$130M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$502K
3
+$27.6K
4
NXPI icon
NXP Semiconductors
NXPI
+$17.2K
5
QLD icon
ProShares Ultra QQQ
QLD
+$10.9K

Top Sells

1
+$11.9M
2
+$3.55M
3
+$678K
4
BABA icon
Alibaba
BABA
+$618K
5
AMD icon
Advanced Micro Devices
AMD
+$440K

Sector Composition

1 Technology 70.98%
2 Consumer Discretionary 4.64%
3 Communication Services 3.04%
4 Industrials 1.55%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$446K 0.34%
3,083
-1,000
27
$385K 0.3%
7,420
28
$371K 0.29%
525
-100
29
$360K 0.28%
2,297
-300
30
$333K 0.26%
9,265
-775
31
$291K 0.22%
1,125
-50
32
$245K 0.19%
503
-75
33
$207K 0.16%
15,000
+2,000
34
– –
-188,290
35
– –
-3,720
36
– –
-90,765
37
– –
-7,130
38
– –
-4,279
1
2