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
$277M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$1.32M
3
+$900K
4
OKLO
Oklo
OKLO
+$418K
5
DELL icon
Dell
DELL
+$288K

Top Sells

1
+$1.84M
2
+$890K
3
+$772K
4
MSFT icon
Microsoft
MSFT
+$530K
5
LLY icon
Eli Lilly
LLY
+$386K

Sector Composition

1 Technology 64.65%
2 Communication Services 12%
3 Consumer Discretionary 5.3%
4 Healthcare 0.82%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.43%
9,725
27
$1.06M 0.38%
6,175
28
$900K 0.33%
+5,400
29
$742K 0.27%
700
30
$668K 0.24%
2,787
-16
31
$584K 0.21%
4,832
+189
32
$553K 0.2%
7,302
-9
33
$473K 0.17%
7,420
34
$459K 0.17%
1,630
-100
35
$418K 0.15%
+19,700
36
$405K 0.15%
8,000
-6,000
37
$343K 0.12%
2,236
-13
38
$304K 0.11%
15,500
39
$293K 0.11%
3,450
+240
40
$290K 0.1%
4,800
-45
41
$288K 0.1%
+2,500
42
$282K 0.1%
1,947
-13
43
$226K 0.08%
+395
44
$211K 0.08%
600
45
$203K 0.07%
+1,825
46
$202K 0.07%
+220
47
$201K 0.07%
+895
48
$124K 0.04%
+10,000
1
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