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
$107M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$778K
3
+$755K
4
META icon
Meta Platforms (Facebook)
META
+$584K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$295K

Top Sells

1
+$1.1M
2
+$899K
3
+$603K
4
AMZN icon
Amazon
AMZN
+$355K
5
BABA icon
Alibaba
BABA
+$286K

Sector Composition

1 Technology 58.78%
2 Communication Services 11.12%
3 Consumer Discretionary 5.74%
4 Financials 2.18%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 23.84%
162,238
-6,689
2
$21.2M 18.88%
762,600
-32,360
3
$9.72M 8.67%
93,750
-5,816
4
$7.32M 6.52%
25,386
-530
5
$6.03M 5.37%
121,561
+15,700
6
$3.35M 2.98%
32,411
-3,435
7
$3.11M 2.77%
169,965
+76,275
8
$2.93M 2.61%
29,316
+232
9
$2.45M 2.19%
18,650
-2,130
10
$2.28M 2.03%
31,175
+4,025
11
$1.81M 1.61%
56,115
+23,425
12
$1.57M 1.4%
8,425
13
$1.49M 1.32%
46,875
-95
14
$1.36M 1.21%
11,052
-515
15
$1.2M 1.07%
12,915
-100
16
$1.15M 1.03%
5,725
-1,110
17
$1.12M 1%
2,731
-88
18
$1.08M 0.96%
8,355
-1,236
19
$1.02M 0.91%
3,180
-355
20
$976K 0.87%
7,487
-1,400
21
$880K 0.78%
8,613
-2,800
22
$750K 0.67%
7,495
-1,605
23
$743K 0.66%
7,140
-1,360
24
$627K 0.56%
9,140
-1,870
25
$624K 0.56%
7,100
-1,650
1
2