WWM

Westwood Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 54.73%
This Quarter Est. Return
1 Year Est. Return
+54.73%
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
+$69.1K
2
+$13.8K
3
+$4.69K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.14K

Top Sells

1
+$31.5M
2
+$8.1M
3
+$5.28M
4
META icon
Meta Platforms (Facebook)
META
+$1.62M
5
RGTI icon
Rigetti Computing
RGTI
+$1.11M

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 26.82%
+200
2
$30.1K 11.7%
172,581
-20,423
3
$23.6K 9.16%
865,250
-207,370
4
$15.7K 6.1%
112,900
-13,800
5
$13.8K 5.36%
+105
6
$9.83K 3.82%
60,300
-14,680
7
$9.18K 3.56%
29,766
-6,689
8
$6.53K 2.53%
90,735
-300
9
$4.69K 1.82%
+300
10
$3.44K 1.34%
33,180
-15,990
11
$2.87K 1.11%
10,510
-8,185
12
$2.56K 1%
18,915
-13,950
13
$1.97K 0.77%
15,141
-13,815
14
$1.86K 0.72%
29,615
+11,875
15
$1.84K 0.71%
16,925
-1,668
16
$1.72K 0.67%
14,862
-13,141
17
$1.7K 0.66%
47,600
-19,620
18
$1.61K 0.63%
11,750
-12,286
19
$1.51K 0.59%
14,630
-6,750
20
$1.49K 0.58%
11,040
-8,327
21
$1.39K 0.54%
+3,086
22
$1.29K 0.5%
9,472
-6,020
23
$1.26K 0.49%
9,000
-4,820
24
$1.21K 0.47%
5,235
-3,760
25
$1.14K 0.44%
+3,135
1
2 3