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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
-13.9%
1 Year Est. Return
+54.97%
3 Year Est. Return
+253.63%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
-$44.9M
Cap. Flow
-$478K
Cap. Flow %
-0.21%
Top 10 Hldgs %
79.31%
Holding
50
New
2
Increased
17
Reduced
12
Closed
5

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$3.07M
2
OKLO
Oklo
OKLO
+$3.07M
3
META icon
Meta Platforms (Facebook)
META
+$3.06M
4
SMCI icon
Super Micro Computer
SMCI
+$1.62M
5
ARM icon
Arm
ARM
+$1.2M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$10.1M
2
AAPL icon
Apple
AAPL
+$2.53M
3
TNA icon
Direxion Daily Small Cap Bull 3x ETF
TNA
+$1.21M
4
TSLA icon
Tesla
TSLA
+$780K
5
XYZ
Block Inc
XYZ
+$293K

Sector Composition

Rank Sector Weight
1 Technology 62.63%
2 Communication Services 14.29%
3 Consumer Discretionary 4.88%
4 Utilities 1.03%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.37T
$75.5M 32.55%
696,424
-79,746
-10% -$10.1M
AAPL icon
2
Apple
AAPL
$4.51T
$27.6M 11.9%
124,233
-10,925
-8% -$2.53M
META icon
3
Meta Platforms (Facebook)
META
$1.49T
$21M 9.07%
36,480
+4,740
+15% +$3.06M
QLD icon
4
ProShares Ultra QQQ
QLD
$14B
$12.2M 5.28%
275,530
+8,800
+3% +$466K
MSFT icon
5
Microsoft
MSFT
$3.64T
$11.2M 4.84%
29,879
+685
+2% +$279K
AVGO icon
6
Broadcom
AVGO
$2T
$10M 4.32%
59,900
+1,150
+2% +$243K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.43T
$9.63M 4.15%
62,277
+65
+0.1% +$11.8K
AMZN icon
8
Amazon
AMZN
$2.93T
$7.42M 3.2%
39,015
+3,250
+9% +$705K
PANW icon
9
Palo Alto Networks
PANW
$298B
$4.68M 2.02%
27,446
+100
+0.4% +$18.5K
SPXL icon
10
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.39B
$4.62M 1.99%
32,875
-600
-2% -$100K
PLTR icon
11
Palantir
PLTR
$382B
$4.43M 1.91%
52,450
+34,950
+200% +$3.07M
SOXL icon
12
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22.9B
$3.69M 1.59%
231,245
+2,800
+1% +$70.8K
SMH icon
13
VanEck Semiconductor ETF
SMH
$72.3B
$3.49M 1.51%
16,515
+725
+5% +$174K
TSLA icon
14
Tesla
TSLA
$1.27T
$3.43M 1.48%
13,220
-2,340
-15% -$780K
UBER icon
15
Uber
UBER
$138B
$3.13M 1.35%
42,925
+1,350
+3% +$97.3K
OKLO
16
Oklo
OKLO
$7.52B
$2.39M 1.03%
110,500
+90,800
+461% +$3.07M
QQQ icon
17
Invesco QQQ Trust
QQQ
$483B
$2.38M 1.03%
5,080
-90
-2% -$45.7K
ARM icon
18
Arm
ARM
$296B
$1.96M 0.85%
18,350
+8,625
+89% +$1.2M
LLY icon
19
Eli Lilly
LLY
$1.04T
$1.91M 0.82%
2,310
-100
-4% -$83.2K
TNA icon
20
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.45B
$1.88M 0.81%
64,205
-31,000
-33% -$1.21M
IBB icon
21
iShares Biotechnology ETF
IBB
$9.45B
$1.74M 0.75%
13,640
-100
-0.7% -$13.6K
SMCI icon
22
Super Micro Computer
SMCI
$20.1B
$1.46M 0.63%
+42,600
New +$1.62M
NXPI icon
23
NXP Semiconductors
NXPI
$58.3B
$1.45M 0.63%
7,655
– –
NFLX icon
24
Netflix
NFLX
$305B
$1.44M 0.62%
15,480
– –
IYW icon
25
iShares US Technology ETF
IYW
$25B
$1.41M 0.61%
10,075
-1,650
-14% -$257K
1
2

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GAMC
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IGM
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LRIC
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LIA
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CIM
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2
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1W
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Westwood Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Westwood Wealth Management held 50 positions worth $232M, down 16% from $277M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Westwood Wealth Management's Q1 2025 filing shows 2 new, 17 increased, 12 reduced and 5 closed positions. Its largest new stake was Super Micro Computer: 42,600 shares worth $1.46M. The largest sale was NVIDIA, an estimated $10.1M.

By sector, the portfolio is most concentrated in Technology at 63% of assets, down from 65% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Westwood Wealth Management's largest Q1 2025 buy was Super Micro Computer: 42,600 shares worth $1.46M.
  • Westwood Wealth Management added most to Palantir in Q1 2025, an estimated $3.07M increase.
  • Westwood Wealth Management's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $10.1M.
  • Westwood Wealth Management fully exited Block Inc in Q1 2025, selling an estimated $293K.
  • Westwood Wealth Management's ten largest holdings make up 79% of its $232M portfolio in Q1 2025.
  • Westwood Wealth Management opened 2 new positions and closed 5 in Q1 2025.
  • Westwood Wealth Management's portfolio value fell 16% quarter-over-quarter to $232M.

Based on Westwood Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.