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WWM

Westwood Wealth Management Portfolio holdings

AUM $255M
1-Year Est. Return 54.97%
This Fund
S&P 500
This Quarter Est. Return
+9.53%
1 Year Est. Return
+54.97%
3 Year Est. Return
+253.63%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$21.7M
Cap. Flow
+$3.5M
Cap. Flow %
1.26%
Top 10 Hldgs %
82.78%
Holding
48
New
9
Increased
10
Reduced
22
Closed
–

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$4.66M
2
PLTR icon
Palantir
PLTR
+$1.02M
3
ORCL icon
Oracle
ORCL
+$959K
4
OKLO
Oklo
OKLO
+$382K
5
DELL icon
Dell
DELL
+$314K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.73M
2
NVDA icon
NVIDIA
NVDA
+$913K
3
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$900K
4
MSFT icon
Microsoft
MSFT
+$536K
5
LLY icon
Eli Lilly
LLY
+$414K

Sector Composition

Rank Sector Weight
1 Technology 64.65%
2 Communication Services 12%
3 Consumer Discretionary 5.3%
4 Healthcare 0.82%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.37T
$104M 37.65%
776,170
-6,626
-0.8% -$913K
AAPL icon
2
Apple
AAPL
$4.51T
$33.8M 12.23%
135,158
-7,343
-5% -$1.73M
META icon
3
Meta Platforms (Facebook)
META
$1.49T
$18.6M 6.71%
31,740
+304
+1% +$178K
QLD icon
4
ProShares Ultra QQQ
QLD
$14B
$14.4M 5.21%
266,730
+3,010
+1% +$161K
AVGO icon
5
Broadcom
AVGO
$2T
$13.6M 4.92%
58,750
-750
-1% -$139K
MSFT icon
6
Microsoft
MSFT
$3.64T
$12.3M 4.45%
29,194
-1,258
-4% -$536K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.43T
$11.8M 4.25%
62,212
-14
-0% -$2.45K
AMZN icon
8
Amazon
AMZN
$2.93T
$7.85M 2.83%
35,765
+578
+2% +$118K
TSLA icon
9
Tesla
TSLA
$1.27T
$6.28M 2.27%
15,560
+14,475
+1,334% +$4.66M
SOXL icon
10
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22.9B
$6.24M 2.25%
228,445
-28,275
-11% -$900K
SPXL icon
11
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.39B
$5.65M 2.04%
33,475
-500
-1% -$87.1K
PANW icon
12
Palo Alto Networks
PANW
$298B
$4.98M 1.8%
27,346
-10
-0% -$1.89K
TNA icon
13
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.45B
$3.99M 1.44%
95,205
+2,125
+2% +$101K
SMH icon
14
VanEck Semiconductor ETF
SMH
$72.3B
$3.82M 1.38%
15,790
– –
QQQ icon
15
Invesco QQQ Trust
QQQ
$483B
$2.64M 0.95%
5,170
+250
+5% +$126K
UBER icon
16
Uber
UBER
$138B
$2.51M 0.91%
41,575
+300
+0.7% +$21.4K
IYW icon
17
iShares US Technology ETF
IYW
$25B
$1.87M 0.68%
11,725
-50
-0.4% -$7.91K
LLY icon
18
Eli Lilly
LLY
$1.04T
$1.86M 0.67%
2,410
-500
-17% -$414K
IBB icon
19
iShares Biotechnology ETF
IBB
$9.45B
$1.82M 0.66%
13,740
-760
-5% -$107K
NXPI icon
20
NXP Semiconductors
NXPI
$58.3B
$1.59M 0.57%
7,655
-1,175
-13% -$267K
NFLX icon
21
Netflix
NFLX
$305B
$1.38M 0.5%
15,480
-60
-0.4% -$4.94K
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$1.33M 0.48%
2,276
+25
+1% +$14.7K
PLTR icon
23
Palantir
PLTR
$382B
$1.32M 0.48%
+17,500
New +$1.02M
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.4T
$1.26M 0.46%
6,640
-13
-0.2% -$2.29K
UNP icon
25
Union Pacific
UNP
$175B
$1.21M 0.44%
5,285
-150
-3% -$35.5K
1
2

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IGM
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LRIC
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LIA
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CIM
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Westwood Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Westwood Wealth Management held 48 positions worth $277M, up 8.5% from $255M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Westwood Wealth Management's Q4 2024 filing shows 9 new, 10 increased and 22 reduced positions. Its largest new stake was Palantir: 17,500 shares worth $1.32M. The largest sale was Apple, an estimated $1.73M.

By sector, the portfolio is most concentrated in Technology at 65% of assets, down from 65% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Westwood Wealth Management's largest Q4 2024 buy was Palantir: 17,500 shares worth $1.32M.
  • Westwood Wealth Management added most to Tesla in Q4 2024, an estimated $4.66M increase.
  • Westwood Wealth Management's biggest Q4 2024 reduction was Apple, cutting an estimated $1.73M.
  • Westwood Wealth Management's ten largest holdings make up 83% of its $277M portfolio in Q4 2024.
  • Westwood Wealth Management opened 9 new positions and closed 0 in Q4 2024.
  • Westwood Wealth Management's portfolio value rose 8.5% quarter-over-quarter to $277M.

Based on Westwood Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.