WWM
Westwood Wealth Management Portfolio holdings
AUM
$133M
1-Year Est. Return
44.45%
This Fund
S&P 500
1 Year Est. Return
+44.45%
AUM
$273M
AUM Growth
-$25M
(-8.4%)
Holding
51
Top Buys
| 1 | +$2.24M | |
| 2 | +$1.01M | |
| 3 | +$601K | |
| 4 |
Walt Disney
DIS
|
+$357K |
| 5 |
CRWV
CoreWeave Inc
CRWV
|
+$323K |
Top Sells
| 1 | +$18.3M | |
| 2 | +$15.7M | |
| 3 | +$5.95M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$5.64M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Qualcomm
QCOM
$139B
| – | – |
-1,886
|
|