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
$133M
AUM Growth
-$140M
(-51%)
Holding
134
Top Buys
| 1 | +$8.89M | |
| 2 | +$5.67M | |
| 3 | +$5.5M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$5.23M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$5.03M |
Top Sells
| 1 | +$103M | |
| 2 | +$21.8M | |
| 3 | +$15.8M | |
| 4 |
ProShares Ultra QQQ
QLD
|
+$15M |
| 5 |
Broadcom
AVGO
|
+$13.6M |
Sector Composition
| 1 | Technology | 12.52% |
| 2 | Industrials | 4.62% |
| 3 | Financials | 3.51% |
| 4 | Communication Services | 3.37% |
| 5 | Healthcare | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ServiceNow
NOW
$122B
| – | – |
-3,525
|
|
||
127
NXP Semiconductors
NXPI
$56.9B
| – | – |
-4,880
|
|
||
128
Oracle
ORCL
$473B
| – | – |
-5,825
|
|
||
129
Palo Alto Networks
PANW
$123B
| – | – |
-15,056
|
|
||
|
130
ProShares Ultra QQQ
QLD
$10.7B
| – | – |
-218,110
|
|
||
131
iShares 1-3 Year Treasury Bond ETF
SHY
$24.3B
| – | – |
-25,750
|
|
||
132
Super Micro Computer
SMCI
$17.4B
| – | – |
-10,850
|
|
||
133
VanEck Semiconductor ETF
SMH
$43.9B
| – | – |
-14,025
|
|
||
134
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$12B
| – | – |
-224,865
|
|