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
$222K
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$69.1K
2
+$13.8K
3
+$4.69K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.14K

Top Sells

1
+$31.5M
2
+$8.1M
3
+$5.28M
4
META icon
Meta Platforms (Facebook)
META
+$1.62M
5
RGTI icon
Rigetti Computing
RGTI
+$1.11M

Sector Composition

1 Real Estate 39.52%
2 Technology 33.15%
3 Communication Services 8.57%
4 Consumer Discretionary 6.95%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-40,190
52
– –
-500
53
– –
-4,811
54
– –
-50
1 2
3