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WWM

Westwood Wealth Management Portfolio holdings

AUM $255M
1-Year Est. Return 54.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.01M
3
+$601K
4
DIS icon
Walt Disney
DIS
+$357K
5
CRWV
CoreWeave Inc
CRWV
+$323K

Top Sells

1
+$18.3M
2
+$15.7M
3
+$5.95M
4
META icon
Meta Platforms (Facebook)
META
+$5.64M
5
QLD icon
ProShares Ultra QQQ
QLD
+$4.97M

Sector Composition

1 Technology 59.54%
2 Communication Services 14.45%
3 Consumer Discretionary 4.84%
4 Utilities 3.08%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$958K 0.35%
3,037
+135
27
$923K 0.34%
6,395
-485
28
$774K 0.28%
3,275
-1,160
29
$649K 0.24%
3,525
-2,375
30
$646K 0.24%
3,993
-60
31
$628K 0.23%
3,675
-2,500
32
$544K 0.2%
4,755
+3,030
33
$538K 0.2%
7,420
34
$520K 0.19%
10,850
-18,250
35
$387K 0.14%
5,552
36
$374K 0.14%
+2,730
37
$354K 0.13%
445
+50
38
$317K 0.12%
415
-620
39
$310K 0.11%
506
-22
40
$271K 0.1%
1,150
-450
41
$270K 0.1%
4,750
-50
42
$266K 0.1%
15,500
43
$260K 0.1%
+1,404
44
$214K 0.08%
+1,790
45
$213K 0.08%
2,950
-500
46
$204K 0.07%
220
47
– –
-8,000
48
– –
-1,590
49
– –
-2,500
50
– –
-15,540
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2
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