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
$232M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.73M
3
+$1.96M
4
SMCI icon
Super Micro Computer
SMCI
+$1.46M
5
ARM icon
Arm
ARM
+$921K

Top Sells

1
+$8.64M
2
+$2.43M
3
+$907K
4
TSLA icon
Tesla
TSLA
+$606K
5
XYZ
Block Inc
XYZ
+$293K

Sector Composition

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
1
$75.5M 32.55%
696,424
-79,746
2
$27.6M 11.9%
124,233
-10,925
3
$21M 9.07%
36,480
+4,740
4
$12.2M 5.28%
137,765
+4,400
5
$11.2M 4.84%
29,879
+685
6
$10M 4.32%
59,900
+1,150
7
$9.63M 4.15%
62,277
+65
8
$7.42M 3.2%
39,015
+3,250
9
$4.68M 2.02%
27,446
+100
10
$4.62M 1.99%
32,875
-600
11
$4.43M 1.91%
52,450
+34,950
12
$3.69M 1.59%
231,245
+2,800
13
$3.49M 1.51%
16,515
+725
14
$3.43M 1.48%
13,220
-2,340
15
$3.13M 1.35%
42,925
+1,350
16
$2.39M 1.03%
110,500
+90,800
17
$2.38M 1.03%
5,080
-90
18
$1.96M 0.85%
18,350
+8,625
19
$1.91M 0.82%
2,310
-100
20
$1.88M 0.81%
64,205
-31,000
21
$1.74M 0.75%
13,640
-100
22
$1.46M 0.63%
+42,600
23
$1.45M 0.63%
7,655
24
$1.44M 0.62%
1,548
25
$1.41M 0.61%
10,075
-1,650
1
2