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
$255M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.39M
3
+$1.22M
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$1.09M
5
LLY icon
Eli Lilly
LLY
+$859K

Top Sells

1
+$2.23M
2
+$1.99M
3
+$1.43M
4
UBER icon
Uber
UBER
+$637K
5
DIS icon
Walt Disney
DIS
+$454K

Sector Composition

1 Technology 64.73%
2 Communication Services 11.97%
3 Consumer Discretionary 2.93%
4 Healthcare 1.14%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$893K 0.35%
14,000
+4,000
27
$762K 0.3%
4,643
+364
28
$646K 0.25%
7,311
-991
29
$626K 0.25%
700
+100
30
$591K 0.23%
2,803
+16
31
$473K 0.19%
1,730
-700
32
$462K 0.18%
7,420
33
$382K 0.15%
2,249
-459
34
$318K 0.12%
1,960
+13
35
$284K 0.11%
+1,085
36
$249K 0.1%
15,500
+500
37
$246K 0.1%
4,845
+45
38
$215K 0.08%
3,210
-350
39
$212K 0.08%
+600
40
– –
-4,570
41
– –
-17,500
1
2