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
$204M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.48M
3
+$8.9M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$3.04M
5
AAPL icon
Apple
AAPL
+$1.9M

Top Sells

1
+$1.3M
2
+$939K
3
+$333K
4
XYZ
Block Inc
XYZ
+$300K
5
BIIB icon
Biogen
BIIB
+$291K

Sector Composition

1 Technology 61.93%
2 Communication Services 11.6%
3 Consumer Discretionary 3.53%
4 Industrials 1.13%
5 Healthcare 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.6M 33.06%
748,040
-14,430
2
$27.9M 13.65%
162,748
+11,108
3
$11.9M 5.81%
24,473
+18,322
4
$11.2M 5.48%
26,639
+2,428
5
$10.9M 5.34%
124,920
+1,240
6
$10.2M 4.97%
+218,315
7
$9.48M 4.64%
+62,800
8
$7.26M 3.55%
54,750
+6,750
9
$6.17M 3.02%
34,221
+4,696
10
$5.48M 2.68%
127,730
+70,825
11
$4.55M 2.23%
33,950
+4,200
12
$4.26M 2.08%
29,956
+100
13
$3.83M 1.87%
49,750
+3,050
14
$3.55M 1.74%
15,790
-200
15
$2.19M 1.07%
8,830
+750
16
$1.84M 0.9%
4,145
+530
17
$1.71M 0.84%
12,475
+4,060
18
$1.63M 0.8%
12,055
-830
19
$1.36M 0.67%
5,535
-40
20
$1.26M 0.61%
+1,615
21
$1.18M 0.58%
2,251
-355
22
$1.03M 0.5%
10,952
23
$1.01M 0.49%
6,640
-520
24
$772K 0.38%
+4,279
25
$706K 0.35%
2,435
-100
1
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