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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
1 Year Est. Return
+54.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.01M
3
+$601K
4
DIS icon
Walt Disney
DIS
+$357K
5
CRWV
CoreWeave Inc
CRWV
+$323K

Top Sells

1
+$18.3M
2
+$15.7M
3
+$5.95M
4
META icon
Meta Platforms (Facebook)
META
+$5.64M
5
QLD icon
ProShares Ultra QQQ
QLD
+$4.97M

Sector Composition

1 Technology 59.54%
2 Communication Services 14.45%
3 Consumer Discretionary 4.84%
4 Utilities 3.08%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 38.33%
560,151
-105,174
2
$20M 7.33%
27,214
-7,580
3
$17.2M 6.32%
70,904
+2,867
4
$15M 5.49%
218,110
-79,120
5
$13.2M 4.84%
39,975
-19,400
6
$12.9M 4.73%
24,897
-4,720
7
$12M 4.42%
47,284
-69,589
8
$8.4M 3.08%
75,255
-29,995
9
$7.83M 2.87%
224,865
-79,205
10
$7.66M 2.81%
42,015
-19,763
11
$6.54M 2.4%
14,703
+6,460
12
$6.26M 2.3%
28,506
-9,695
13
$5.85M 2.15%
27,625
-6,400
14
$4.58M 1.68%
14,025
-1,790
15
$3.07M 1.12%
15,056
-11,290
16
$2.98M 1.09%
4,965
-375
17
$2.67M 0.98%
27,300
-14,275
18
$2.14M 0.78%
25,750
+12,250
19
$1.96M 0.72%
9,995
20
$1.64M 0.6%
5,825
-1,250
21
$1.63M 0.6%
6,677
22
$1.46M 0.53%
2,186
23
$1.3M 0.48%
28,805
-13,560
24
$1.16M 0.42%
8,175
-7,925
25
$1.11M 0.41%
4,880
-2,775
1
2 3