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WWM
Westwood Wealth Management Portfolio holdings
AUM
$255M
1-Year Est. Return
54.97%
This Fund
S&P 500
1 Year Est. Return
+54.97%
AUM
$255M
AUM Growth
+$122M
(+92%)
Holding
130
Top Buys
| 1 | +$102M | |
| 2 | +$22.9M | |
| 3 | +$15.1M | |
| 4 |
ProShares Ultra QQQ
QLD
|
+$14.8M |
| 5 |
Broadcom
AVGO
|
+$14.5M |
Top Sells
| 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 |
Sector Composition
| 1 | Technology | 58.65% |
| 2 | Communication Services | 15.21% |
| 3 | Consumer Discretionary | 5.44% |
| 4 | Utilities | 1.81% |
| 5 | Financials | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
United Airlines
UAL
$38.4B
| – | – |
-2,046
|
|
||
127
Vanguard Small-Cap ETF
VB
$79.6B
| – | – |
-5,180
|
|
||
128
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| – | – |
-41,925
|
|
||
129
Vanguard Mid-Cap ETF
VO
$105B
| – | – |
-2,784
|
|
||
130
Vanguard Mid-Cap Value ETF
VOE
$22.7B
| – | – |
-15,525
|
|