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
$253M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$3.87M
3
+$1.43M
4
META icon
Meta Platforms (Facebook)
META
+$1.07M
5
BX icon
Blackstone
BX
+$888K

Top Sells

1
+$6.43M
2
+$1.06M
3
+$200K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$126K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$113K

Sector Composition

1 Technology 65.67%
2 Communication Services 10.7%
3 Consumer Discretionary 2.94%
4 Industrials 0.87%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99M 36.88%
801,120
+53,080
2
$27.8M 10.38%
132,226
-30,522
3
$13.4M 5%
26,591
+2,118
4
$12.9M 4.8%
129,010
+4,090
5
$12.6M 4.68%
226,970
+8,655
6
$12.3M 4.6%
27,622
+983
7
$11.3M 4.22%
62,107
-693
8
$8.79M 3.28%
54,750
9
$6.82M 2.54%
35,270
+1,049
10
$5M 1.86%
29,506
-450
11
$4.85M 1.81%
33,175
-775
12
$4.51M 1.68%
17,290
+1,500
13
$3.87M 1.44%
+23,675
14
$3.62M 1.35%
98,730
-29,000
15
$3.62M 1.35%
49,750
16
$2.38M 0.89%
8,830
17
$2.24M 0.84%
4,685
+540
18
$1.81M 0.68%
12,050
-5
19
$1.76M 0.65%
1,940
+325
20
$1.69M 0.63%
12,325
-150
21
$1.43M 0.53%
+17,500
22
$1.25M 0.47%
5,535
23
$1.23M 0.46%
2,251
24
$1.22M 0.45%
6,640
25
$888K 0.33%
+7,175
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