WWM

Westwood Wealth Management Portfolio holdings

AUM $133M
1-Year Est. Return 44.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.28M
3
+$1.27M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M

Top Sells

1
+$4.91M
2
+$1.58M
3
+$1.51M
4
META icon
Meta Platforms (Facebook)
META
+$1.24M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 63.23%
2 Communication Services 13.83%
3 Consumer Discretionary 3.83%
4 Utilities 1.98%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.41%
5,900
+150
27
$1.18M 0.4%
6,677
+37
28
$1.12M 0.38%
+13,500
29
$1.02M 0.34%
4,435
-600
30
$924K 0.31%
6,175
31
$870K 0.29%
6,880
-6,760
32
$841K 0.28%
2,902
+115
33
$807K 0.27%
1,035
-1,275
34
$575K 0.19%
4,053
-859
35
$497K 0.17%
7,420
36
$434K 0.15%
1,590
-1,562
37
$394K 0.13%
5,552
-1,750
38
$366K 0.12%
8,000
39
$364K 0.12%
1,600
40
$307K 0.1%
2,500
41
$300K 0.1%
1,886
-350
42
$300K 0.1%
+528
43
$281K 0.09%
15,500
-1,900
44
$280K 0.09%
395
45
$236K 0.08%
4,800
46
$234K 0.08%
+3,450
47
$218K 0.07%
220
48
$214K 0.07%
+1,725
49
– –
-1,947
1
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