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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
$133M
AUM Growth
-$140M
(-51%)
Holding
134
Top Buys
| 1 | +$8.64M | |
| 2 | +$5.69M | |
| 3 | +$5.5M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$5.18M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$4.93M |
Top Sells
| 1 | +$102M | |
| 2 | +$19.9M | |
| 3 | +$16M | |
| 4 |
ProShares Ultra QQQ
QLD
|
+$15M |
| 5 |
Broadcom
AVGO
|
+$14.1M |
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
FedEx
FDX
$77.8B
| – | – |
-1,150
|
|
||
127
Goldman Sachs
GS
$323B
| – | – |
-445
|
|
||
128
iShares Biotechnology ETF
IBB
$8.15B
| – | – |
-6,395
|
|
||
129
iShares US Technology ETF
IYW
$25.1B
| – | – |
-9,995
|
|
||
130
Johnson & Johnson
JNJ
$550B
| – | – |
-1,404
|
|
||
131
Nike
NKE
$66.9B
| – | – |
-5,552
|
|
||
|
OKLO
132
Oklo
OKLO
$10.6B
| – | – |
-75,255
|
|
||
|
XYZ
133
Block Inc
XYZ
$44.5B
| – | – |
-2,950
|
|
||
|
CRWV
134
CoreWeave Inc
CRWV
$64.4B
| – | – |
-2,730
|
|