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
1
$69.1K 31.17%
+200
2
$30.1K 13.59%
172,581
-20,423
3
$23.6K 10.65%
865,250
-207,370
4
$15.7K 7.08%
112,900
-13,800
5
$13.8K 6.23%
+105
6
$9.83K 4.43%
60,300
-14,680
7
$9.18K 4.14%
29,766
-6,689
8
$6.53K 2.94%
181,470
-600
9
$4.69K 2.12%
+300
10
$3.44K 1.55%
33,180
-15,990
11
$2.87K 1.3%
10,510
-8,185
12
$2.56K 1.16%
18,915
-13,950
13
$1.97K 0.89%
15,141
-13,815
14
$1.86K 0.84%
29,615
+11,875
15
$1.84K 0.83%
16,925
-1,668
16
$1.72K 0.78%
14,862
-13,141
17
$1.7K 0.77%
47,600
-19,620
18
$1.61K 0.73%
11,750
-12,286
19
$1.51K 0.68%
14,630
-6,750
20
$1.49K 0.67%
11,040
-8,327
21
$1.39K 0.63%
+3,086
22
$1.29K 0.58%
9,472
-6,020
23
$1.26K 0.57%
9,000
-4,820
24
$1.21K 0.55%
5,235
-3,760
25
$1.14K 0.51%
+3,135
1
2 3