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
$232M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.73M
3
+$1.96M
4
SMCI icon
Super Micro Computer
SMCI
+$1.46M
5
ARM icon
Arm
ARM
+$921K

Top Sells

1
+$8.64M
2
+$2.43M
3
+$907K
4
TSLA icon
Tesla
TSLA
+$606K
5
XYZ
Block Inc
XYZ
+$293K

Sector Composition

1 Technology 62.63%
2 Communication Services 14.29%
3 Consumer Discretionary 4.88%
4 Utilities 1.03%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.53%
2,191
-85
27
$1.19M 0.51%
5,035
-250
28
$1.04M 0.45%
6,640
29
$975K 0.42%
6,975
+1,575
30
$916K 0.39%
1,150
+450
31
$863K 0.37%
6,175
32
$846K 0.36%
+3,152
33
$684K 0.29%
2,787
34
$505K 0.22%
4,912
+80
35
$464K 0.2%
7,302
36
$449K 0.19%
7,420
37
$390K 0.17%
1,600
-30
38
$385K 0.17%
8,000
39
$343K 0.15%
2,236
40
$323K 0.14%
17,400
+1,900
41
$323K 0.14%
1,947
42
$228K 0.1%
2,500
43
$216K 0.09%
395
44
$209K 0.09%
4,800
45
$208K 0.09%
220
46
– –
-3,450
47
– –
-895
48
– –
-10,000
49
– –
-1,825
50
– –
-600
1
2