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
$86.7M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.89M
3
+$431K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$290K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$43.7K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$939K
5
AMZN icon
Amazon
AMZN
+$924K

Sector Composition

1 Technology 55.71%
2 Communication Services 14.68%
3 Consumer Discretionary 9.86%
4 Financials 2.46%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 29.66%
188,021
+15,440
2
$11.3M 13.06%
746,650
-118,600
3
$10.8M 12.41%
98,760
-14,140
4
$6.12M 7.06%
23,841
-5,925
5
$5.48M 6.32%
51,600
-8,700
6
$3.57M 4.11%
86,135
-4,600
7
$1.89M 2.18%
+18,590
8
$1.79M 2.07%
21,774
-11,406
9
$1.65M 1.91%
14,553
-2,372
10
$1.53M 1.77%
7,185
-3,325
11
$1.16M 1.34%
9,871
-5,270
12
$1.06M 1.22%
9,412
-60
13
$1.04M 1.2%
13,050
-1,580
14
$1.03M 1.19%
2,744
-342
15
$1.03M 1.19%
9,400
+400
16
$854K 0.99%
13,898
-5,017
17
$850K 0.98%
8,317
-2,723
18
$792K 0.91%
5,350
-250
19
$788K 0.91%
2,810
-325
20
$774K 0.89%
8,200
-3,550
21
$682K 0.79%
9,762
-5,100
22
$600K 0.69%
29,320
-18,280
23
$549K 0.63%
2,420
-2,815
24
$532K 0.61%
2,997
-1,285
25
$476K 0.55%
9,076
-8,150
1
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