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
$253M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$3.87M
3
+$1.43M
4
META icon
Meta Platforms (Facebook)
META
+$1.07M
5
BX icon
Blackstone
BX
+$888K

Top Sells

1
+$6.43M
2
+$1.06M
3
+$200K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$126K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$113K

Sector Composition

1 Technology 65.67%
2 Communication Services 10.7%
3 Consumer Discretionary 2.94%
4 Industrials 0.87%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$729K 0.27%
2,430
-5
27
$694K 0.26%
4,279
28
$688K 0.26%
1,020
29
$626K 0.23%
8,302
-2,650
30
$593K 0.22%
10,000
31
$564K 0.21%
2,787
32
$539K 0.2%
2,708
+500
33
$472K 0.18%
600
34
$454K 0.17%
4,570
-800
35
$437K 0.16%
7,420
36
$285K 0.11%
1,947
-350
37
$243K 0.09%
15,000
38
$230K 0.09%
3,560
-1,000
39
$228K 0.08%
4,800
1
2