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
$128M
AUM Growth
-$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$351K
3
+$270K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$179K
5
UBER icon
Uber
UBER
+$57.5K

Top Sells

1
+$1.38M
2
+$664K
3
+$544K
4
GS icon
Goldman Sachs
GS
+$353K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 62.84%
2 Communication Services 11.55%
3 Consumer Discretionary 4.65%
4 Industrials 1.48%
5 Financials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 22.33%
776,170
+8,070
2
$26.1M 17.27%
152,504
-8,081
3
$11.9M 7.86%
90,765
-5,075
4
$7.73M 5.11%
24,476
-1,010
5
$7.33M 4.85%
123,536
+800
6
$3.94M 2.61%
31,025
-1,846
7
$3.61M 2.39%
+43,500
8
$3.56M 2.35%
30,336
+200
9
$3.55M 2.35%
188,290
+9,500
10
$2.4M 1.59%
30,700
-500
11
$2.37M 1.57%
16,340
-2,110
12
$2.29M 1.51%
49,725
+1,250
13
$1.63M 1.08%
56,645
+1,250
14
$1.6M 1.06%
8,005
-500
15
$1.35M 0.89%
12,895
-10
16
$1.31M 0.87%
3,665
+85
17
$1.23M 0.82%
4,111
+900
18
$1.19M 0.78%
5,825
19
$1.14M 0.75%
2,656
-75
20
$1.05M 0.69%
10,952
-300
21
$1.05M 0.69%
8,555
22
$944K 0.62%
7,160
23
$766K 0.51%
7,150
24
$699K 0.46%
2,640
25
$618K 0.41%
7,130
-1,450
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