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
$204M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.48M
3
+$8.9M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$3.04M
5
AAPL icon
Apple
AAPL
+$1.9M

Top Sells

1
+$1.3M
2
+$939K
3
+$333K
4
XYZ
Block Inc
XYZ
+$300K
5
BIIB icon
Biogen
BIIB
+$291K

Sector Composition

1 Technology 61.93%
2 Communication Services 11.6%
3 Consumer Discretionary 3.53%
4 Industrials 1.13%
5 Healthcare 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$657K 0.32%
5,370
-200
27
$619K 0.3%
1,020
+517
28
$575K 0.28%
+10,000
29
$558K 0.27%
2,787
-100
30
$457K 0.22%
600
+75
31
$423K 0.21%
7,420
32
$386K 0.19%
4,560
-3,550
33
$374K 0.18%
2,208
-875
34
$363K 0.18%
2,297
35
$236K 0.12%
15,000
36
$230K 0.11%
+4,800
37
– –
-9,265
38
– –
-7,175
39
– –
-1,125
1
2