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

Top Buys

1
+$1.37M
2
+$1.11M
3
+$759K
4
TNA icon
Direxion Daily Small Cap Bull 3x ETF
TNA
+$756K
5
QCOM icon
Qualcomm
QCOM
+$718K

Top Sells

1
+$31.5M
2
+$8.1M
3
+$5.28M
4
NVDA icon
NVIDIA
NVDA
+$5.2M
5
AAPL icon
Apple
AAPL
+$3.43M

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
– –
-7,925
52
– –
-448
53
– –
-675
54
– –
-4,811
1 2
3